Advanced Estate Planning Conference

Name: Advanced Estate Planning Conference
Start: 2026-09-03
End: 2026-09-03
Location: Hope Haven

September 2, 2027

Advanced Estate Planning Conference

Join Hope Haven for an Advanced Estate Planning Conference designed for attorneys, tax professionals, financial planners, planned giving professionals, and others who help individuals and families prepare for the future. This conference will focus on current advanced planning techniques that are important for supporting and growing your clients’ estate plans and portfolios. Speakers will cover key topics including estate and income tax planning, succession planning, charitable giving, trust planning, incapacity planning, and estate litigation, providing practical insight into the information your clients are looking for.

Hope Haven hosts this event as a resource for area professionals, helping ensure that current laws, guidelines, and planning strategies are part of individual financial and estate planning conversations. Financial planning is an important part of everyone’s life, especially when navigating changing tax laws, asset distribution, charitable giving opportunities, and long-term planning decisions. Attorneys, tax professionals, financial planners, and planned giving professionals play a vital role in helping individuals prepare not only for the transfer of assets after death, but also for creating thoughtful plans that benefit them during their lifetime.