Join attorneys, trust professionals, CPAs and wealth managers from across Kentucky for an extraordinary day of networking, conversations, and presentations that cover a variety of topics, including generational wealth transfer, the Department of Labor’s new fiduciary standards, business succession planning, and more!
Topics for this unique, day long, seminar will include:
- How Wealth Moves from One Generation to Another
- Retirement Benefits & Wealth Planning
- Economic Update
- New DOL Fiduciary Standards
- Business Succession Planning
Speakers include:
William Bell - Pacific Life
Bill Freedman - Dinsmore & Shohl
Tom Temeyer - Franklin Templeton and, more!
Register Now!
Register before 11.23.16: $129.00
Register after 11.24.16: $159.00
Location: The Seelbach Hilton Louisville
CLE Credits - Pending
Cancellation Policy: All cancellations must be received by the LBA 24 hours in advance to receive a credit or refund. Substitutes will be allowed.
