Please join us for our annual Seminar for Trustees being held on Thursday, July 19, 2018. This program will feature discussions on the latest statutes, regulations and jurisprudence concerning estate planning, taxes and a trust officer’s legal, fiduciary and ethical duties under Louisiana and federal law, including the laws of other states. This program is pending CLE approval, but has been approved for 3.5 hours of CFP CE.
Thursday, July 19, 2018
8:30am – 12pm
Baldwin Haspel Burke & Mayer, LLC
1100 Poydras Street, 36th Floor
New Orleans, LA 70163
8:30am-9am | Check-in / Continental Breakfast
9am-12pm | Program
Contact Katie Kelly with any questions or RSVP at firstname.lastname@example.org or 504.585.7816.