October 30th - Hoosier Hills Estate Planning Council Seminar
This event begins at 9:00am and ends at 1:45pm. Coffee and registration will begin at 9:00am. We are meeting at the IU Foundation in the Peterson Room, 1500 N. State Road 46 Bypass, Bloomington, IN 47408. A catered lunch will be provided. Three hours of Continuing Education are pending. Below is the event schedule and a list of speakers for the event.
Schedule:
9:00-9:30am - Registration/Coffee
9:30-10:30am - "Planning for Your Adult Child with Special Needs: When Estate Planning Meets Real Life" - Elizabeth Ruh, Personal Financial Services
10:30-10:45am - Break
10:45-11:45am - "ESOPs for Succession Planning" - Brad Minor and Thomas Wagner, Blue & Co. LLC
11:45am-12:45pm - Lunch
12:45-1:45pm - "Secure 2.0: Estate Planning Considerations for IRA and Roth IRA Accounts and Valuation Discounts" - Ross Slutsky, Withum and Brent Bersell,Holland & Knight
We hope to see you on October 30th!
