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DTSTART:20110308T130000Z
DTEND:20110308T160000Z
LOCATION:Hartford Club, Hartford, CT
UID:468620110308T130000ZTax Session - Snow Date 3/9/11
DTSTAMP:20260405T212521Z
DESCRIPTION:\n \n \n  \nConnecticut Estate & Tax Planning Council, Inc. \n  \npresents \n  \nRICHARD L. HARRIS, CLU, AEP \n  \nRECENT DEVELOPMENTS: \nLife Insurance and Estate Planning \n  \nTuesday, March 8, 2011 \n  \nThe Hartford Club \nHartford, Connecticut \n  \n7:30 - 8:30 a.m.   Registration with Networking & Full Breakfast \n8:30 - 10:45 a.m.    Presentation by Richard L. Harris \n  \nAs an estate planning professional, you know it is essential to keep pace with the changes in the laws that will impact your clients. With estate tax changes looming on the horizon this year, change is the only certainty. Find out how you can take practical steps to better protect your clients and their investment accounts through the uncertainty. \n  \nThis presentation will include the very latest developments in: \n·        Life insurance death benefit as an asset class \n·        Insurance company valuation of life insurance policies for gift and estate purposes \n·        Split-dollar life insurance arrangements \n  \n  \nAttorney Harris is the managing member of Richard L. Harris LLC, a firm that specializes in life insurance and estate planning. He has been in the business for 40 years is a life insurance broker, consultant and expert witness and a nationally recognized expert on Split-Dollar Life Insurance Arrangements. \n  \nRichard Harris is a Chartered Life Underwriter and an Accredited Estate Planner a member of the Association for Advanced Life Underwriting (AALU), the Society of Financial Services Professionals, the Bergen County (NJ) Estate Planning Council and the National Association of Estate Planning Councils.  \nHe is the Chair of the Insurance Committee for Trusts and Estates magazine.  \n  \nCoauthor of two books including Advanced Planning for the Ultra-affluent: A Framework for Professional Advisors published by Institutional Investor and has written articles for Trusts & Estates, Estate Planning, Financial Advisor, Private Wealth, Journal of Wealth Management and Journal of Practical Estate Planning. \n  \n  \n               President                                                       Vice President                                 Treasurer                                     Secretary \n       Pamela J. Detoro, CTFA              Michael J. Reardon, Esq.                    Nancy M. Vendetti, TEP                  G. Gray Horn, CTFA \n  \nImmediate Past President, Teresa J. Reichert, Esq. ♦ Board Members, John H. Driscoll, Jr. ,JD, LLM, CFP® ♦ Ann Merriam Feinberg, JD \nPeter J. Decker ♦ William Fairchild, CFP ♦ Stacie Weiner CFA ♦ H. Michael Keden CTFA \n  \nJoan Hemperly, Executive Director // 419 Downs Road, Bethany, CT 06524 203-393-2267 cetpc@snet.net \n  \n  \n  \n  \n  \n  \n  \n  \n  \nRegistration for Richard L. Harris Seminar \n  \n  \nName of Attendee _________________________________________________________________ \n  \nCompany or Firm Name _____________________________________________________________ \n  \n(If this registration is for more than one individual, please list all individuals on a separate sheet and attach it to this page) \n  \nAddress _______________________________________________________________________ \n  \n             _______________________________________________________________________ \n  \ne-Mail Address __________________________________________________________________           \n  \nTelephone     ____________________________  \n  \nProfessional Discipline ____________________________________ \n  \nPlease make checks payable to the \nConnecticut Estate & Tax Planning Council, Inc.  \n  \nIMPORTANT: Advance Registration fee must be received by March 4, 2011. \n  \n  \nADVANCE REGISTRATION FEE:  \n  \n$75.00 for all Connecticut Estate & Tax Planning Council, Inc. members \n$75.00 per person for members of all other NAEPC Councils \n$65.00 per attendee for firms with 4 or more attendees \n$95.00 for all others \n  \nCouncil Member?   Yes ___ No ___  \n  \nName of Council: ____________________________________________ \n  \nREGISTRATION AFTER MARCH 4TH OR AT THE DOOR: \n$95.00 per person \n  \nFREE Parking for Attendees: Attendees have access to the Travelers Garage adjacent to the Club. You should pull up to the new gate at the head of the driveway, press the intercom button, and tell the parking attendant that you are with the Connecticut Estate & Tax Planning Council Meeting. The attendant will raise the gate and allow you to enter the parking garage \n  \nMAIL REGISTRATION & PAYMENT TO:  \nJoan Hemperly, Executive Director \nConnecticut Estate & Tax Planning Council, Inc. \n419 Downs Road \nBethany, CT 06524 \n203 393 2267     cetpc@snet.net \n  \n  \n  \n  \nSNOW DATE IS WEDNESDAY, MARCH 9TH. CHECK WEBSITE FOR CANCELLATION DETAILS.
SUMMARY:Tax Session - Snow Date 3/9/11 - Connecticut Estate & Tax Planning Council, Inc. 
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