This event is exclusively for ACTIVE RWay members*. Thursday, April 3, 2025 5:00 pm Registration and cocktails 6:00 pm  Dinner and dessert 6:45 pm Guest speakers 8:25 pm Raffle and ...

Symposium 2 Classes – April 26, 2025

• 8:15 a.m. – 9:00 a.m. : Current Events in Estate Planning
• 9:15 a.m. – 10:00 a.m. : Income Tax for Trusts
• 10:15 a.m. – 11:00 a.m. : Planning Under Medicare After Age 65
• 11:15 a.m. – 12:00 p.m. : Scams & Protecting Your Identity

Seminar Summaries Trustee Training: The Trust Process This program will provide attendees with an understanding of estate planning concepts, the value of trusts in comprehensive planning, and an introduction to ...

Seminar Summaries   Trustee Training: The Trust Process This program will provide attendees with an understanding of estate planning concepts, the value of trusts in comprehensive planning, and an introduction ...