Next Meeting
Thursday, April 22, 2010
Speaker:
David Gresham, JD, CLU, CFC, Advanced Markets Analysis Manager--One America Financial Partners
Topic:
The Deficit Reduction Act & The Pension Protection Act
See Event Details
See Complete Calendar
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Welcome to the Land of the Sky Estate Planning Council !
Please see additional pages of this site for information about the Council.
The Council is composed of professionals in Western North Carolina who are actively involved in assisting clients with estate planning. The Council meets four times per year.
Meetings generally begin with an informal half-hour to talk and socialize, followed by dinner. During and after dinner a Council Officer will present a brief update on recent developments, particularly tax changes. The focus of each meeting is a lecture presentation after dinner, usually made by someone outside the Council who is an expert in some field related to estate planning. Occasionally the presentation will be a panel discussion of a particular issue, with panel members drawn from our Council membership.
Council membership is open to accountants, attorneys, Certified Financial Planner professionals, CLU insurance agents, and corporate trust officers. Prospective members must have at least two years experience in their field and must be proposed for membership by a current member.
We encourage prospective members to attend one or more meetings as a guest.
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