• 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