Who Should Attend?
The conference educational sessions are for every member of every estate planning council and all estate planning professionals regardless of membership status. The Annual Conference offers an opportunity to cultivate important new multi-disciplinary relationships while collaborating on cutting edge ideas and trends.
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HYBRID MEETING! This program will be offered as a hybrid program with both in-person and virtual participation options:
IN-PERSON LOCATION: Lincoln Financial 150 N. Radnor-Chester Road Radnor, PA 19087
VIRTUAL OPTION: Zoom Meeting
Program Description:This roundtable will discuss what is an annuity, the different types of annuities and how they are used in clients’ financial plans. The panel will also address some of the negative press surrounding annuities and why they believe that exists. Lastly, the panel will cover important tax and estate planning implications that you and your clients should be aware of when dealing with Non-Qualified annuities. We have an expert panel with 50+ years of experience working with Annuities! Whether you work with annuities or not, it is highly likely that you will come across a client that has an annuity at some point in your career. This roundtable is designed to educate professionals, so they are better equipped to have annuity conversations with clients when the need arises.
Speakers:
Cost: No charge! Must be a PEPC Member to attend.
No continuing education credits will be offered for this program.
AGENDA3:30 – 4:00 p.m. Registration 4:00 – 5:00 p.m. Program 5:00 – 7:00 p.m. Cocktail Reception
PROGRAM OVERVIEW
Educate clients about the valuable benefits of writing non-binding personal legacy letters to heirs, successors and trustees as part of an approach to legacy planning that goes beyond mere allocation of financial assets. Get an historical, literary and legal overview of ethical wills, expressions of donor intent and letters of wishes to trustees, along with a host of practical suggestions for introducing the instrument to clients.
Speaker: Susan Turnbull is the Founder and Principal of Personal Legacy Advisors, LLC. A former journalist, her presentations, tools and services are known for a uniquely personal and practical focus on the qualitative aspects of estate, financial and philanthropic planning. A frequent speaker to audiences of both advisors and their clients, she is the author of The Wealth of Your Life: A Step-by-Step Guide for Creating Your Ethical Will, co-author of Across Generations: A Five Step Guide for Creating an Expression of Donor Intent, and creator of Life Legacy Cards. Her work has been featured in many national publications including the New York Times and USA Today. She is a member of the Boston Estate Planning Council.
One Education Credit for CLE (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.
Celebrate the most wonderful time of year with the Philadelphia Estate Planning Council at our annual Holiday Celebration. This year's event will be held at The Racquet Club of Philadelphia.
Heavy appetizers and light dinner buffet will be served and each attendee will receive two drink tickets (cash bar available for additional drinks).
This event is being co-sponsored by
Philadelphia Estate Planning Council P.O. Box 579Moorestown, NJ 08057-0579
Phone: (215) 486-6215 Fax: (856) 727-9504 Email: staff@philaepc.org
