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Wednesday, May 23
8:20 AM

Attorneys, insurance professionals, financial planners, and accountants are invited to come together for a day of professional development. This event will be held in the Jepson Alumni Center. Registration opens at 7:45 a.m., with the seminar starting at 8:20 a.m. Sessions include:

• Recent Developments: The 2017 Tax Act, Income Tax Planning vs. Estate Tax Planning with John B. O'Grady of McGuireWoods, LLP
• Asset Protection for the Common Man with James Narron of Narron, O’Hale & Whittington, P.A.
• Protecting Vulnerable Clients with Andrew Hook of Hook Law Center
• Panel: Responsibilities and Pitfalls in Estate Planning with Brian Ford of RBC Wealth Management, Emily Haenselman of SunTrust, Mark Newfield of Newfield Financial Solutions, Paula Peaden of Parker, Pollard, Wilton, & Peaden P.C., Ann Ramage of Keiter, and moderated by Heather Szajda of Virginia Estate & Trust Law, PLD
• Advising Multiple Generations of a Family with Benjamin S. Candland of McGuireWoods, LLP
• Virginia Developments in Estate Planning with J. William Gray Jr. of McGuireWoods, LLP

Approved for the following:
- American Bankers Association Professional Certification: 6.75 CFTA Credits
- Virginia State Bar Mandatory Continuing Legal Education: 6.5 MCLE Credits
- Certified Financial Planner Board: 7.5 CE Hours
- Virginia Board of Accountancy: 7.5 CPE Hours
- Virginia Insurance Continuing Education: pending

Event registration summary
46th Annual Estate Planning Seminar:



Mary Ruth Walters

(804) 289-8895