2007 - 2008 Schedule
All luncheon costs included in the
annual membership fee
Guests are Welcome ($30 fee) |
|
Oct 10, 2007 |
Tax Traps in Annuity
Planning & Myths and Misunderstandings
About Annuities & Suitability |
|
Stonington Meadows at noon |
|
John L.Olsen, CLU, ChFC, AEP,
Nationally- recognized expert on annuities and co-author of "The
Annuity Advisor" |
|
Dec
5,
2007
|
|
Unusual Assets and Their
Implications on Estate Planning and Settlement |
|
The Lighthouse Inn, New
London, CT at noon |
|
Linda Stamm,
Winter Associates, Inc. Auctioneers and Appraisers |
|
|
Mar 5, 2008 |
|
Discussing and Drafting
Charitable Intent With Your Clients |
|
S&P
Oyster Company, Mystic, CT at noon |
|
Attorney Lyn Gammill
Walkerl Shipman & Goodwin LLP |
|
|
May
7, 2008 |
|
Annual Economic Update |
|
Floodtide Restaurant, Mystic, CT at noon |
|
An overview of
financial markets
and the economy |
|
Prior Meetings >2006/2007 2005/2006
2004/2005
2003/2004
2002/2003
Contact mail@etpcec.org
if you have updated information on current or future calendar events.
Estate and Tax
Planning Council
of Eastern Connecticut, Inc.
P.O. Box 152
Mystic, CT 06355
mail@etpcec.org
Copyright © 2008/2009
Estate and Tax Planning Council of Eastern Connecticut -
Contact webmaster@etpcec.org
for questions on web page operations
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