We look forward to seeing you at EXPLORE 2010 in San Diego from May 17-19!
The Attorney Alliance will be returning to this year's Genworth Financial Securities Convention in San Diego. Attorney Alliance members Blooma Stark and Paul Gilman of Aronberg Goldgehn in Chicago will be attending and look forward to meeting the Representatives and taking part in the exciting events.
We hope to see you at our booth in the exhibit hall, and on Monday, May 17 at 3:15 p.m. for the breakout session "The Importance of Succession Planning," a panel discussion including Paul Gilman. Please stop by the booth and join us at this important informational session!
Attorney Alliance members Blooma Stark, Gary Altman, and Howard Sosnik gave a presentation titled, "Estate Planning in an Unsteady Environment" at the 2009 Genworth Financial Convention in Orlando, Florida on May 6.
They spoke about estate planning strategies that are particularly relevant in the current economic environment. To view the presentation, please click here.
Eric Brown and Mary Hays of Aronberg Goldgehn (Chicago) will be presenting on November 12, 2008 for the Genworth Financial "Special Meeting" series.
Eric and Mary will discuss the Attorney Alliance's role as a resource for local Representatives, able to collaborate on estate planning, asset protection, and tax strategies to help their clients secure their financial futures.
Wednesday, November 12, 2008 from 9:00 a.m. to 11:00 a.m. in Addison, IL. Representatives will receive firm element, EA, and CPA credit for attending these sessions.
By popular demand, members of the Attorney Alliance will be hosting Elder Lawteleconferences covering state-specific issues for New York, Florida, Illinois and California.
Topics will include:
Estate Planning Considerations
Credit-Shelter and Marital Deduction Planning
The schedule is as follows, or you may click here to view all of Genworth's August-January 2008 teleconferences.
New York: Tuesday, August 12, 2008 12:00-1:00 pm (CT) California: Tuesday, August 12, 2008 12:00-1:00 pm (CT) Florida: Wednesday, August 13, 2008 10:00-11:00 am (CT) Illinois: Wednesday, August 13, 2008 10:00-11:00 am (CT)
You may sign up for teleconferences in advance on the Genworth Financial Securities site. For instructions on how to join the teleconferences, please click here or contact your IPS: (888) 528-2987.
It was great seeing you at the 2008 National Convention in Las Vegas!
Thank you for stopping by our booth and attending the sessions presented by Attorney Alliance members. Blooma Stark spoke about "Planning for Your Clients, Their Parents - and Your Parents, Too " while Howard Sosnik and Gary Altman spoke about "Strategies for Keeping What You Have." The materials they prepared for these sessions are posted on the "Estate Planning Resources" page for your reference.
Blooma was also featured in an article in "Compass," the official convention newsletter. Click here to check out the article on page 2!