|
NEXT PROGRAM: Tuesday, March 23, 2010
J.C. Cabrera, Senior Portfolio Mgr, Bernstein Global Wealth Management
Jason Lioon, VP Diversified Trust Co.
Roger Ward, Tarpley & Underwood
Moderator: Russell Wood, Chief Investment Strategist, SG Financial Adv, LLC
Topic: Investment Advisors Panel Discussion
to register please email epcnga@bellsouth.net
|
~ Thursday, January 21, 2009
John Scroggin, AEP, JD, LLM
Scroggin & Company, PC
Estate Tax Law Changes
to register please email epcnga@bellsouth.net
|
~ Tuesday, December 08, 2009
Mary F. Radford, Esq.
Georgia State Law
New Trust Code
to register please email epcnga@bellsouth.net
|
~ Tuesday, October 27, 2009
Aubrey E. Vaughn III
Northwestern Mutual
Succession Planning for Small Business Owners
to register please email epcnga@bellsouth.net
|
~ Tuesday, August 25, 2009
|
EPCNGA Annual Symposium
Estate Planning Council of North Georgia
4 hours CPE, GA insurance, CLE, CFP credit applied for.
Gary Rzucidlo, Bernstein Wealth Management
& Steve Emma, Director of Wealth Management
Investment and Trust planning in the current environment
Tony Turner, Attorney, Cohen Pollock Merlin & Small, P.C.
Planning for Non-traditional spouses
Jane Thomas & Bob Lewis,
Sr. Leadership Consultants, Thomas Leadership Development, LLC
Professional Business Coaching
Charles Troutman, CFRE Executive Director, WellStar Foundation
Leave A Legacy
Allen Venet, Estate Advisor & Dan Bryan, Trust Consultant,
SunTrust Bank
Post-Mortem Planning
|
~ Tuesday, May 26, 2009
~ Tuesday, January 27, 2009
Victoria Collier, Esq.
Elder & Disability Law Firm
'Medicaid (& VA) Benefits'
to register please email epcnga@bellsouth.net
|
~ Tuesday, March 31, 2009
John J. 'Jeff' Scroggin
Scroggin & Company, P.C.
'Planning in Chaos'
to register please email epcnga@bellsouth.net
|
Gregory Miller
Chief Economist, Sun Trust Banks, Inc.
'The State of the Economy'
to register please email epcnga@bellsouth.net
|
~ Tuesday, October 28, 2008
Craig M. Frankel
Gaslowitz Frankel, LLC
'The Ever Expanding Causes of Action over Intervivos Transfers…
And How to Avoid Them'
to register please email epcnga@bellsouth.net
|
Welcome to the Estate Planning Council of North Georgia, Inc.
~Primarily Serving the Cobb and North Fulton Professional Communities~
The Estate Planning Council of North Georgia continually strives to enhance the professional lives of its members. EPCNGA membership offers outstanding opportunities in continuing education, networking, team-building and professional and personal comradery. I encourage all current members and prospective members to take advantage of our excellent programs, special events and other benefits, such as access to the Leimberg Information Services website and reduced rate subscriptions to Trusts & Estates magazine.We have a great Council —be a proud and active part of it!
Shari Harvey
Immediate Past President
Our Mission Statement
To ensure a standard of excellence in the profession of estate planning and to promote the team approach for estate planning professionals in law, accounting, insurance, trust management, and financial planning and investments through:
-
Belief in and adherance to the highest standards of ethics
-
Demonstrated professional competence
-
Committment to continued development of knowledge and expertise
-
Responsibility to clients and to the art / science of the estate planning process
Exclusive benefit for members only!
|
