Join us for a review of the new laws and an interactive discussion on how to best serve our clients in light of the changes. Jeff Burr will be joining us real time from the University of Miami’s 45th Annual Heckerling Institute on Estate Planning to relay the latest planning tips and ideas as presented by the industry’s best and brightest.
Wednesday, January 12:
11:30 am - 12:00 pm: Registration
12:00 pm - 1:00 pm: Lunch and Presentation
7881 W. Charleston Blvd., Las Vegas 89117
2600 Paseo Verde Pkwy., Henderson 89074
Lunch will be provided. Those in attendance will receive an updated Estate Planning Checklist to use during client meetings. Please RSVP to Jamie Spring at 433-4455 or firstname.lastname@example.org.
___________________________________Those in attendance maintaining their CPA certification are eligible to receive 1 hour of CPE credit.