QUAD CITY ESTATE PLANNING COUNCIL

AGENDA

1:30pm to 2:30pm: Johni Hays, JD, Sr. VP of Thompson & Associates, Johnston, IA

( http://ceplan.com/NewsDetail.aspx?iid=63249&tid=2& )

  "Life Income Interests in the Context of Charitable Estate Planning: CGAs and CRTs" 

2:30 to 2:45pm break

2:45 pm to 5pm (w/ 15 min break): Prof. Josephine Gittler ( http://law.uiowa.edu/josephine-gittler ) & Prof. Kathleen C. Buckwalter (http://www.iowalum.com/daa/search/profile.cfm?ID=486 ) 

"Assessing & Communicating with the Older Client "

5pm to 5:15pm: 

FOR QCEPC MEMBERS ONLY: Annual Meeting; join Social immediately following

5pm to 5:30pm: 

FOR IPPP MEMBERS & GUESTS: Social 

5:30pm to 6:30pm:

Dinner

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Don’t forget that Guests are always welcome!

Please RSVP TODAY for you & any Guests, to QCEstatePlanningCouncil@GMail.com

~  no fee for QCEPC & IPPP Dues-Paying Members

~ $35 Guest fee for non-Members (cash or check payable to QCEPC at Program check-in)

*please note that in the event of non-attendance of RSVP’d Guests, the $35 will still be due*

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PLEASE RSVP TO QCEstatePlanningCouncil@GMail.com BY MONDAY MAY 11, 2015

THANK YOU!!!

Application for IA CLE Credits will be submitted for this Program