1. 13th Annual Jerry Kasner Estate Planning Symposium
    September 7, 2017

    Hosted by the Santa Clara School of Law
    Santa Clara, CA
    Sponsors and Attendees: Kevin Kane, CFA, ASA and Scott Nammacher, ASA, CFA

  2. Florida Bar Association
    August 24, 2017

    Attorney/Trust Officer Liaison Conference
    Hosted by The Real Property Probate and
    Trust Law Section of The Florida Bar (RPPTL)
    Palm Beach, CA
    Exhibitor and Attendee: Rich Hayes

  3. BEI National Conference
    August 23, 2017

    Denver, CO
    Exhibitor and Attendee: Kevin Kane, CFA, ASA



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