AGENDA3:30 – 4:00 p.m. Registration 4:00 – 5:00 p.m. Program 5:00 – 7:00 p.m. Cocktail Reception
PROGRAM OVERVIEW
Educate clients about the valuable benefits of writing non-binding personal legacy letters to heirs, successors and trustees as part of an approach to legacy planning that goes beyond mere allocation of financial assets. Get an historical, literary and legal overview of ethical wills, expressions of donor intent and letters of wishes to trustees, along with a host of practical suggestions for introducing the instrument to clients.
Speaker: Susan Turnbull is the Founder and Principal of Personal Legacy Advisors, LLC. A former journalist, her presentations, tools and services are known for a uniquely personal and practical focus on the qualitative aspects of estate, financial and philanthropic planning. A frequent speaker to audiences of both advisors and their clients, she is the author of The Wealth of Your Life: A Step-by-Step Guide for Creating Your Ethical Will, co-author of Across Generations: A Five Step Guide for Creating an Expression of Donor Intent, and creator of Life Legacy Cards. Her work has been featured in many national publications including the New York Times and USA Today. She is a member of the Boston Estate Planning Council.
One Education Credit for CLE (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.
On December 5, CFA Society Philadelphia will host its annual program focused on private wealth and high net worth investors. This day-long conference will feature panel discussions and expert speakers from leading wealth advisors, trust and estate experts, and asset managers. The conference addresses many of the pressing issues facing wealthy investors today.
This year’s conference will focus on registered investment advisors (RIA’s) and practice management. Sessions include:
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Please note, this event is being hosted by the CFA Society of Philadelphia. The Philadelphia Estate Planning Council is contributing a presentation to the conference and helping to promote the conference.
Celebrate the most wonderful time of year with the Philadelphia Estate Planning Council at our annual Holiday Celebration. This year's event will be held at The Racquet Club of Philadelphia.
Heavy appetizers and light dinner buffet will be served and each attendee will receive two drink tickets (cash bar available for additional drinks).
This event is being co-sponsored by
Philadelphia Estate Planning Council P.O. Box 579Moorestown, NJ 08057-0579
Phone: (215) 486-6215 Fax: (856) 727-9504 Email: staff@philaepc.org
