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First Quarter, 2011

2011 National Conferences on Estate, Financial and Tax Planning, and Related Disciplines

This list offers information on national programs sponsored by professional associations. While every effort is made to keep the list current and accurate, dates and locations are subject to change. Please visit the website for the hosting organization to verify program details.

01/10/11 - 01/12/11 AICPA Advanced Personal Financial Planning Conference
Las Vegas, NV
American Institute of CPAs
01/10/11 - 01/14/11 45th Annual Heckerling Institute on Estate Planning
Orlando, FL
University of Miami Law School
01/15/11 - 01/19/11 International Forum Annual Meeting
Phoenix, AZ
The International Forum
02/13/11 - 02/17/11 Arizona Institute 2010
Tucson, AZ
Society of Financial Service Professionals
03/06/11 - 03/08/11 ABA Wealth Management & Trust Conference
Miami Beach, FL
American Bankers Association
03/09/11 - 03/14/11 American College of Trust & Estate Counsel
Phoenix, AZ
American College of Trust & Estate Counsel
03/20/11 - 03/23/11 GAMA International Leadership & Management Conference (LAMP)
Washington, DC
GAMA International
03/24/11 - 03/25/11 Advanced Estate Planning Techniques
San Francisco, CA
American Law Institute - American Bar Association
04/26/11 - 04/27/11 Pennell on Basic Wills and Trusts
Philadelphia, PA
American Law Institute - American Bar Association
05/01/11 - 05/04/11 Association for Advanced Life Underwriting Annual Meeting
Washington, DC
Association for Advanced Underwriting
05/01/11 - 05/04/11 The Association of Home Office Underwriters Annual Conference
Las Vegas, NV
The Association of Home Office Underwriters
05/05/11 - 05/07/11 AICPA Conference on Tax Strategies for the High-Income Individual
Las Vegas, NV
American Institute of CPAs
05/16/11 - 05/20/11 Planning Techniques for Large Estates
Chicago, IL
American Law Institute - American Bar Association
05/18/11 - 05/20/11 National Association of Personal Financial Advisors National Conference
Salt Lake City, UT
National Association of Personal Financial Advisors
05/19/11 - 05/21/11 National Academy of Elder Law Attorneys Elder and Special Needs Law Annual National Conference
Las Vegas, NV
National Academy of Elder Law Attorneys
Spring 2011 Introduction to Partnership Taxation
New York, NY
New York University
06/02/11 - 06/03/11 Charitable Giving Techniques
Seattle, WA
American Law Institute - American Bar Association
06/05/11 - 06/08/11 Million Dollar Roundtable Annual Meeting
Atlanta, GA
Million Dollar Round Table
06/10/11 - 06/10/11 3rd Annual NYU Tax Controversy Forum
New York, NY
New York University
06/12/11 - 06/17/11 Estate Planning in Depth
Madison, WI
American Law Institute - American Bar Association
06/21/11 - 06/26/11 American College of Trust & Estate Counsel
Atlanta, GA
American College of Trust & Estate Counsel
06/25/11 - 06/30/11 American Association of Attorney - Certified Public Accountants 48th Annual Meeting & Education Conference
Cruise
AAA-CPA
07/06/11 - 07/08/11 Estate Planning for the Family Business Owner
Boston, MA
American Law Institute - American Bar Association
07/11/11 - 07/12/11 Summer Institute in Taxation
New York, NY
New York University
07/14/11 - 07/15/11 Representing Estate and Trust Beneficiaries and Fiduciaries
Chicago, IL
American Law Institute - American Bar Association
07/18/11 - 07/20/11 AICPA Advanced Estate Planning Conference
Boston, MA
American Institute of CPAs
08/18/11 - 08/19/11 International Trust and Estate Planning
Boston, MA
American Law Institute - American Bar Association
09/08/11 - 09/09/11 Sophisticated Estate Planning Techniques
Boston, MA
American Law Institute - American Bar Association
09/10/11 - 09/14/11 National Association of Insurance and Financial Advisors Annual Meeting
Washington, DC
National Association of Insurance and Financial Advisors
09/15/11 - 09/18/11 The FPA Experience (formerly called FPA Annual Meeting)
San Diego, CA
Financial Planning Association
09/16/11 - 09/19/11 Financial Planning Association Annual Meeting
San Diego, CA
Financial Planning Association
09/21/11 - 09/24/11 Top of the Table Annual Meeting
Indian Wells, CA
Million Dollar Round Table
10/13/11 - 10/17/11 American College of Trust & Estate Counsel
San Diego, CA
American College of Trust & Estate Counsel
10/16/11 - 10/18/11 American Council of Life Insurers Annual Conference
Orlando, FL
American Council of Life Insurers
10/22/11 - 10/25/11 CPCU Society Annual Meeting
Las Vegas, NV
CPCU Society
10/23/11 - 10/25/11 LIMRA Annual Conference
New York, NY
LIMRA
10/23/11 - 10/28/11 American Bankers Association National Trust School
Atlanta, GA
American Bankers Association
10/23/11 - 10/28/11 Institute on Federal Taxation
New York, NY
New York University
11/07/11 - 11/08/11 AICPA National Tax Conference
Washington, DC
American Institute of CPAs
11/08/11 - 11/09/11 National Academy of Elder Law Attorneys Elder Law Bootcamp
Boston, MA
National Academy of Elder Law Attorneys
11/10/11 - 11/12/11 National Academy of Elder Law Attorneys Advanced Fall Institute
Boston, MA
National Academy of Elder Law Attorneys
11/13/11 - 11/18/11 Institute on Federal Taxation
San Francisco, CA
New York University
11/15/11 - 11/17/11 National Association of Independent Life Brokerage Agencies
Phoenix, AZ
National Association of Independent Life Brokerage Agencies
11/16/11 - 11/18/11 NAEPC 48th Annual Conference
San Antonio, TX
National Association of Estate Planners & Councils
12/12/11 - 12/13/11 30th Institute on State and Local Taxation
New York, NY
New York University

If you would like to add a national program to this calendar, please email the event date(s), title and hosting organization website to admin@naepc.org.

An expanded calendar of events is available on Steve Leimberg's website at www.leimbergservices.com.

ALL INFORMATION IN THIS WEBSITE AND THE JOURNAL IS PROVIDED “AS IS”, WITH NO GUARANTEE OF COMPLETENESS, ACCURACY, TIMELINESS OR OF THE RESULTS OBTAINED FROM THE USE OF THIS INFORMATION. ALL INFORMATION IN THIS WEBSITE AND THE JOURNAL IS WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO WARRANTIES OF PERFORMANCE, MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. See complete disclaimer.

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Edited by:


Charlie Douglas,
JD, CFP®, AEP®


Susan P. Rounds,
JD, CPA, LL.M. (taxation), AEP®

Published by:

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