2024 Estate Planning Conference

Date: Friday, May 17, 2024
Time: 8:00am - 4:45pm
Location: Ivy Tech Bloomington - Shreve Hall
Speaker: Lynn Freeman Keller, Dan Rosio, Samuel Ardery, Jeffrey Kolb, Gregory Baker

Add to My Outlook Calendar

Add to My Google Calendar

The Hoosier Hills Estate Planning Council is pleased to announce our 2024 Estate Planning Conference. This all day event will occur on May 17th from 8:00 am until 4:40 pm at Ivy Tech-Bloomington in Shreve Hall. Six hours of CE are pending. A catered lunch will be provided. Please RSVP for the event below.  Be sure to share with your colleagues!

Handouts will be sent out electronically. Printed handouts can be reserved for $30 each. 

If you are interested in becoming a sponsor for the Estate Conference please click here for more information.

We look forward to seeing you on May 17th!

REGISTER NOW
 

Estate Conference Schedule

 

 

8-8:30

Breakfast/Registration/Sponsor Booth Time

8:30-10:30

Session 1 Lynn Freeman Keller - Ethics

10:30-11

Break/Booth Time

11-12

Session 2 Dan Rosio - Business Valuations and Succession Planning

12-1

Lunch/Booth Time

1-2

Session 3 Sam Ardery - Conflict Resolution (listening/communication)

2-2:20

Break

2:20-3:20

Session 4 Jeff Kolb - Legislative/Tax update

3:20-3:40

Break

3:40-4:40

Session 5 Gregory Baker - Charitable Giving

4:40

Closing and send off to Cheddars

4:45-6

Happy Hour

See Upcoming Event Calendar