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Estate Planners Day 2018 Presentation Materials
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 ESTATE PLANNERS DAY 2018


PRESENTATION MATERIALS


Estate Planners Day Program

Best Practices in Collaboration: A Roundtable Discussion
Panelists: Michael Gooen, Scott Ditman, Fred Laffie, and Geoff Sargeant
Moderated by Ruth Raftery

POWERPOINT


Planning under the TCJA -  Minimizing Estate and Income Taxes
Presenter: Gail Cohen

Handout

 

The Financial Challenges Women Face During and After Divorce 
Presenter: Stacy Francis

POWERPOINT

 

Multiple Philanthropy Disorder: Post-Tax Reform Evaluation of Philanthropy from Numerous Perspectives
Panelists: John Bacon, Stephanie Heilborn, Ellen Israelson, and Janice Schoos

POWERPOINT

 

Critical Issues Facing Senior Clients

Presenter: Sara Meyers (please note the change in presenter)

 

POWERPOINT

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