WEALTH TRANSFER AND TAX STRATEGIES SCHEDULE

Northern Trust is pleased to announce
our 2013 Professional Advisor Forum Schedule

Tuesday, March 26
The Intersection of Wealth in America & ATRA
Tami F. Conneta & Gail K. Neuharth

Tuesday, May 21
Reflections on the Tsunami of Emerging Planning Trends
Stacy E. Singer

Tuesday, July 16
The New Delaware Experience
Laura Mandel

Tuesday, October 22
Static vs. Dynamic Portfolios: Implications for Foundations & Trusts
Mary Ann Sisco, Peter Mladina & Tami Conetta

Invitations will be sent for each event with more information and RSVP details. Replays of all webinars will be available.

Direct inquiries to
WealthTransferQuestions@ntrs.com

We are committed to partnering with professional advisors to provide financial insights and solutions that complement your expertise and add value to strengthen and deepen your client relationships.


* Receive Complimentary CLE and CPE Credit

Continuing Legal Education (CLE) credit is available for this course in some states through the National Academy of Continuing Legal Education, an Accredited CLE provider. In order to receive CLE credit you must click here first to apply for credit.

Please note:
Credit is available for those licensed in the following states: Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Missouri, New Jersey, New York, Nevada, Oregon, Pennsylvania, Tennessee, Texas, Washington and Wisconsin. For specific information regarding CLE accreditation in your state please visit www.nacle.com/northerntrust

Those registered in all other states including Delaware, Minnesota and Ohio cannot receive CLE credit at this time; however you can still access Northern Trust courses. Please contact us if we can assist you in applying for credit in these states at wealthtransferquestions@ntrs.com.

Northern Trust is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Website: www.nasba.org.

All registrants must complete a Proof of Attendance form to request Continuing Education credit. To request a Certificate of Attendance, please contact us at wealthtransferquestions@ntrs.com. Requests will be verified against registration and call logs to ensure attendance.

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Looking Ahead To 2014 >
Planning For What We Know and What We Don’t Know
Missed One of our Webinars? >
Access our archive page for audio replays. The replays are eligible for CLE credit in some states.
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Will & Trust Forms >
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Changing Conversations: The Role of Discretionary Trusts >
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