- Friday Sep 20, 2019
- Start Time: 8:00AM
- End Time: 5:00PM
- Hilton Burlington, 60 Battery St, Burlington, VT 05401
Join us for our all day Vermont Education Seminar! Register Here
Seminar Agenda
7:30 – 8:15 Registration and Continental Breakfast
8:15 – 8:30 Welcome and Sponsor Presentations
8:30 – 9:20 Ken Baron (KJB Social Security Consultant) – Current Topics in Social Security Planning 1.0 CE pending
9:30 – 10:45 Josh Patrick (Sustainable Business, Stage 2 Planning) – Business Succession Strategies and Exit Planning – 1.5 CE’s pending
11:00 – 12:00 Molly Dillon (VT Dept. of Financial Regulation) – The Development and Application of Cryptocurrency and Blockchain Technology – 1.0 CE pending
12:00 – 1:00 Lunch
1:10 – 2:25 Richard Peck (NH Charitable Foundation), Emilye Pelow Corbett (VT Community Foundation), and Jennifer Richard (ME Community Foundation) – Planned Giving Strategies – 1.5 CE’s pending
2:45 – 4:25 Dan Candura – Ethics – 2.0 CE’s approved