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Wealth Planning in 2015 and Beyond

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Tuesday, April 28 | 1:00 pm
A confluence of factors and events has radically changed the planning landscape for financial advisors, attorneys, CPAs and other wealth advisors. This presentation will hit the highlights of many important planning issues and opportunities for us to share with our clients and colleagues in 2015 and beyond. Including a discussion of potential new Federal legislation and pending court decisions that could have a profound impact on what we do for our clients and how we do it. 

Presenter:David Cahoone, JD, Of Counsel at Johnson Browning and Clayton practices in the areas of estate and wealth strategies planning, charitable planning and business planning. David looks forward to working collaboratively with other attorneys, CPAs, financial advisors, and insurance professionals to serve the specialized planning needs of individuals, families and business owners. David is a founding principal and faculty member at the Laureate Center for Wealth Advisors asn well as a principal in the Founders Group, which helps entrepreneurial companies develop through the Stages of Business by assisting in the development of Tactical Planning, Compelling Message and Perspectives. Mr. Cahoone is owner and faculty member of the Advanced Wealth Studies Institute, LLC, providing high quality custom educational programs, presentations and assistance to financial advisors, attorneys and insurance professionals to promote excellence in estate, financial and wealth strategies planning. He has also co-authored and co-edited many books including Protect and Enhance Your Estate (New York: McGraw Hill 2012) and The Objective Guide to Estate Planning and Life Insurance (Sarasota: Quantum Press 2012 & 2014).

 

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