1. WealthCounsel and ElderCounsel Webinar
    August 29, 2016

    Presenter: Chuck Coyne, ASA

     
  2. BEI Exit Planning Solutions
    August 25, 2016

    2016 Annual Conference
    Denver, CO
    Attendee: Kevin Kane, CFA, ASA

     
  3. North Carolina Bar Association
    July 21, 2016

    2016 Estate Planning and Fiduciary Law Annual Conference
    Asheville, NC
    Exhibitor and Attendee: Kevin Kane, CFA, ASA

     
  4. Financial Research Associates (FRA)
    July 18, 2016

    The Private Investment Fund, Operations, and Compliance Forum East 
    New York, NY
    Moderators: Keith Smith, CFA and Mark Shayne, ASA, CPA/ABV

     

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