2024 Estate Planning Conference
The Hoosier Hills Estate Planning Council is pleased to announce our 2024 Estate Planning Conference. This all day event will occur on May 17th from 8:00 am until 4:40 pm at Ivy Tech-Bloomington in Shreve Hall. Six hours of CE are pending. A catered lunch will be provided. Please RSVP for the event below. Be sure to share with your colleagues!
Handouts will be sent out electronically. Printed handouts can be reserved for $30 each.
If you are interested in becoming a sponsor for the Estate Conference please click here for more information.
We look forward to seeing you on May 17th!
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Estate Conference Schedule |
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8-8:30 |
Breakfast/Registration/Sponsor Booth Time |
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8:30-10:30 |
Session 1 Lynn Freeman Keller - Ethics |
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10:30-11 |
Break/Booth Time |
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11-12 |
Session 2 Dan Rosio - Business Valuations and Succession Planning |
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12-1 |
Lunch/Booth Time |
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1-2 |
Session 3 Sam Ardery - Conflict Resolution (listening/communication) |
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2-2:20 |
Break |
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2:20-3:20 |
Session 4 Jeff Kolb - Legislative/Tax update |
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3:20-3:40 |
Break |
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3:40-4:40 |
Session 5 Gregory Baker - Charitable Giving |
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4:40 |
Closing and send off to Cheddars |
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4:45-6 |
Happy Hour |
