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Estate Planning Conference - HYBRID

Overview

The Estate Planning Conference is an informative and engaging learning experience that will enhance your knowledge of estate planning.  Designed for and by CPAs and attorneys, the program is designed to keep you updated with the latest information you need to serve your clients. 

Designed for: CPAs, attorneys, and other financial and legal professionals.

Highlights

Agenda

Wednesday, Jun 12th

8:00AM TO 4:00PM / Please select one of the following Concurrent Sessions

Nicholas Porter, Director, DMLO CPAs

P Anthony Allen, Government Affairs Director, Kentucky Society of CPAs

Turney Berry, Partner, Wyatt Tarrant & Combs LLP

Jim Orr, Branch Mgr, Dept of Revenue, Office of Sales & Excise Taxes, KY Department of Revenue

Beth Anderson, Partner, Wyatt Tarrant & Combs LLP

Jeb Jarrell, Founder & Financial Advisor

4:00PM TO 5:00PM / General Sessions

Amanda Villaveces, Behavioral Health Therapist, Mental Health Lou

Understanding Mental Health Challenges: Identify common stressors and emotional complexities

Activity - Stress Reduction Techniques: Learn practical coping strategies tailored for professionals
to manage stress and maintain well-being

Activity - Empathetic Communication: Develop skills for supporting clients through emotional 
transactions with empathy and professionalism

Additional Resources: Mental Health Lou, online support, books etc.

Register Now

Review and choose your sessions and options above.

Materials are generally available 3 days in advance of an event. Once you have downloaded the manual, we are unable to cancel your registration.

Event Code:

EPC612

Registration

Member Price:
$324 $374
Non-member Price:
$324 $374
Register by May 29th for Early Bird Pricing.

Registration is open through 06/11.

Wednesday, June 12th

8:00am to 4:00pm
(Check-In 7:30am)

Add to Calendar

Gratzer Education Center

1735 Alliant Ave.
Louisville, KY 40299

Map and Directions

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