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July, 25, 2008
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Next Program ~ August 26, 2008 Symposium
SAVE THE DATE
Annual Estate Planning Symposium
Tuesday, August 26, 2008 8:00 a.m. – 3:00 pm
WellStar Foundation, Development Center
2000 South Park Place, Atlanta GA 30339
SPEAKER LINE UP
John J. Scroggin, J.D., LL.M., AEP, Scroggin & Company
"Income and Estate Taxes"
Dave Polstra, CPA, CFP®, CIMA®, PFS, Brightworth
"Retirement Planning"
Kelli Wolk, Esquire, Candidate for Cobb County Probate Judge, Moore, Ingram, Johnson & Steele, LLP.
"Estate Administration"
Gary Bottoms, CLU, ChFC, The Bottoms Group
"Insurance and Estate Planning"
~Continental Breakfast and Lunch Provided~
OPPORTUNITIES AVAILABLE
6 – 8 Hours of Continuing Education Applied for
Sponsorships Available!!!
If interested, please email epcnga@bellsouth.net
To Register email epcnga@bellsouth.net
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Save The Date ~
Welcome to the Estate Planning Council of North Georgia, Inc.
~Primarily Serving the Cobb and North Fulton Professional Communities~
The Estate Planning Council of North Georgia continually strives to enhance the professional lives of its members. EPCNGA membership offers outstanding opportunities in continuing education, networking, team-building and professional and personal comradery. I encourage all current members and prospective members to take advantage of our excellent programs, special events and other benefits, such as access to the Leimberg Information Services website and reduced rate subscriptions to Trusts & Estates magazine.We have a great Council —be a proud and active part of it!
Shari Harvey
President
Our Mission Statement
To ensure a standard of excellence in the profession of estate planning and to promote the team approach for estate planning professionals in law, accounting, insurance, trust management, and financial planning and investments through:
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Belief in and adherance to the highest standards of ethics
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Demonstrated professional competence
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Committment to continued development of knowledge and expertise
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Responsibility to clients and to the art / science of the estate planning process
Exclusive benefit for members only!
Members of the North Georgia Estate Planning Council can now get pre-paid access to Leimberg Information Services (LISI), a monthly subscription service providing financial service professionals fast, frank, and incisive analysis of proposed and recent legislation, regulations, cases, and rulings by experts. LISI is also home to a very powerful engine that will help subscribers create customized searches and past and future cases more easily and quickly than ever before possible. Access Leimberg Information Servicesnow.
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EPCNGA 248 Creekstone Ridge, Woodstock, GA 30188 Telephone: 770-516-0207 · Fax: 770-516-0236 Email: epcnga@bellsouth.net
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