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Council Information
2009-2010 Speakers and Topics
| Date |
Speaker |
Company |
Topic |
Sponsor |
| 09/21/2009 |
Ed Graves CLU, ChFC |
The American College, Bryn Mawr, PA |
Impact of recent economic woes on the life insurance industry and the issues of individual company financial strength |
Johnston, Allison & Hord, PA |
| 10/26/2009 |
Michael Paschall |
Banister Financial, Inc. |
Current Business Valuation Issues |
GenSpring Family Offices |
| 01/11/2010 |
Frances Schafer |
Executive Director, National Tax Office, Grant Thornton, LLP |
Finally, Finality for Estate Planners (at least we hope so) |
Grant Thornton, LLP |
| 02/08/2010 |
John Goldsbury |
US Trust, Bank of America Private Wealth Management |
Education Planning for High New Worth Clients |
Altavista Trust - A Division of National Independent Trust Company |
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