HOOSIER HILLS ESTATE PLANNING COUNCIL

This event begins at 9am and ends at 2pm. Coffee and registration will begin at 8:30am. We are meeting at Ivy Tech-Bloomington in Shreve Hall, 200 Daniels Way, Bloomington, IN 40404. A catered lunch will be served at 11:30am during the seminar. Five hours of Continuing Education are pending. Below is more information about our speakers for the event. 

Phil Purcell, Consultant for Philanthropy, LLC - CRTs and CLTs
Kate DeWeese, Attorney at Bunger & Robertson - Law, POA, and Healthcare Directives
Kate Whitmore , VP of Business Development Pooled plans at Ascensus & Michael Ready, CFP®, QPFC® Summit Financial - Pooled Employer Retirement Plans
Stephen Schelker from KSM - Taxes
Dave Ghormley, CFA - Senior Regional Consultant MFS Investment Management - Social Security