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July, 2007

2007-2008 Estate, Financial and Tax Conferences

Covering national programs sponsored by non-profit organizations. Dates and locations are subject to change.

June 7-8, 2007 Uses of Life Insurance in Estate & Tax Planning
Chicago IL
American Law Institute - American Bar Association
June 10-13, 2007 Million Dollar Round Table Annual Meeting
Denver, CO
Million Dollar Round Table
June 17-22, 2007 Estate Planning in Depth
Madison WI
American Law Institute - American Bar Association
July 11-13, 2007 Estate Planning for the Family Business Owner
San Francisco CA
American Law Institute - American Bar Association
July 19-20, 2007 Representing Estate and Trust Beneficiaries and Fiduciaries
Boston MA
American Law Institute - American Bar Association
July 20-22, 2007 FPA NexGen 2007
St. Cloud, MN
Financial Planning Association
July 22-25, 2007 Advanced Estate Planning Conference
Boston MA
The American Institute of Certified Public Accountants
July 23-27, 2007 Skills Training for Estate Planners
New York NY
American Law Institute - American Bar Association
August 16-17, 2007 International Trust and Estate Planning
Chicago IL
American Law Institute - American Bar Association
August 20-22, 2007 ABA Forum for Fiduciaries
Chicago, IL
American Bankers Association
August 22-24, 2007 Basic Estate and Gift Taxation and Planning
Seattle, WA
American Law Institute - American Bar Association
September 6-7, 2007 Sophisticated Estate Planning Techniques
Boston MA
American Law Institute - American Bar Association
September 8-11, 2007 Financial Planning Association Annual Meeting
Boston MA
Financial Planning Association
September 8-12, 2007 NAIFA Annual Meeting
Washington, DC
National Association of Insurance and Financial Advisors
September 27-29, 2007 Financial Service Forum
Montreal, Canada
Society of Financial Service Professionals
October 1-5, 2007 Southern Federal Tax Institute
Atlanta, GA
Southern Federal Tax Institute
October 11-12, 2007 Notre Dame Tax and Estate Planning Institute
South Bend, IN
University of Notre Dame Law School
October 17-20, 2007 Top of the Table
Phoenix, AZ
Million Dollar Round Table
October 21-26, 2007 New York University Tax Institute
New York, NY
New York University
October 28-November 3, 2007 National Trust School
Atlanta, GA
American Bankers Association
November 1-5, 2007 American College of Trust and Estate Counsel Annual Meeting
Atlanta, GA
American College of Trust and Estate Counsel
November 1-4, 2007 2007 Advanced Elder Law Institute
Memphis TN
National Academy of Elder Law Attorneys
November 14-16, 2007 NAEPC 44th Annual Conference
New Orleans LA
National Association of Estate Planners and Councils
November 15-17, 2007 NAILBA Annual Meeting
Orlando, FL
National Association of Independent Life Brokerage Agencies
January 14-18, 2008 42nd Annual Heckerling Institute on Estate Planning
Orlando, FL
University of Miami Law School
January 13-18, 2008 Arizona Institute
Phoenix AZ
Society of Financial Service Professionals
January 21-23, 2008 AICPA Advanced Personal Financial Planning Conference
Las Vegas NV
The American Institute of Certified Public Accountants
May 4-7, 2008 AALU Annual Meeting
Washington DC
Associated for Advanced Life Underwriting
June 22-26, 2008 Million Dollar Round Table
Toronto, Canada
Million Dollar Round Table
September 6-10, 2008 NAIFA Annual Meeting
San Diego CA
National Association of Insurance and Financial Advisors
October 4-7, 2008 Financial Planning Association Annual Meeting
Boston MA
Financial Planning Association
November 12-14, 2008 NAEPC 45th Annual Conference
Phoenix AZ
National Association of Estate Planners and Councils
January 1, 2009 43rd Annual Heckerling Institute on Estate Planning
Orlando, FL
University of Miami Law School
October 10-13, 2009 Financial Planning Association Annual Meeting
Anaheim, CA
Financial Planning Association
October 9-12, 2010 Financial Planning Association Annual Meeting
Denver, CO
Financial Planning Association

If you know of other national programs, please send your information to Jeff@scrogginlaw.com.

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