Planning your financial future is important. That's why at Security National Bank, we do everything we can to help you succeed. So join us at an upcoming event, learn a little something and tell us how we can help you achieve your financial goals. Because when you thrive, our community does too. It matters.
If you are a CPA or attorney working in estate planning, this is your opportunity to connect and collaborate with other professionals on relevant issues while earning continuing education and learning credits to preserve valuable business credentials.
March 18, 2025 Topic: Mathematics and Economics of Estate Planning
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April 22, 2025 Topic: Picking Up the Pieces – Pre- and Post-Divorce Planning
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Upcoming Dates & Topics:
May 20, 2025 Topic: Administration of Non-Standard Trust Investments
June 17, 2025 Topic: Ethics-Based Obligations in Specific Client Engagements
July 22, 2025 Topic: Balancing Income Tax Planning and Estate Tax Planning
August 19, 2025 Topic: Avoiding the Future Disruption of an Estate Plan
September 23, 2025 Topic: Trust Situs and Governing Law Considerations
October 21, 2025 Topic: Charitable Giving - Seeking the Perfect Match Between Donor and Donee
November 18, 2025 Topic: Asset Protection Planning - What Can Succeed and What's Doomed to Failure
December 9, 2025Topic: Ethics Issues for Estate Planners Before the Engagement Begins