Our ninth annual current developments program will focus on the new planning issues and opportunities that will impact our financial advisor, CPA, insurance professional, trust officer, and attorney practices. In a lively, highly interactive session we will share those things that are practical and relevant in 2013 and beyond that will bring real value to our clients as we learn together what’s new, what we didn’t know, and what has changed from what we thought we knew.

(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)

Presented by David K. Cahoone, Esq.