CLE & Program Materials
CLE & PROGRAM MATERIALS
October 21, 2021 -Transition by Design: Successful Succession of the Privately Held Business and Wealth, Susan P. Rounds, JD, CPA, LL.M. (taxation), AEP®
September 21, 2020 - PPP - Forgive BUT Never Forget ~ Applications & Implications
October 8, 2020 - Year-End Planning in 2020 – Including Planning for a Biden Administration
November 12, 2020 - The Central Role of Family Governance in Today's Estate Planning
December 3, 2020 - Purposeful Planning - Moving Beyond Traditional Planning to Enhance the Client's Estate Planning Experience
January 21, 2021 - Leaning Into Social Distancing: Planning for Politics
March 18, 2021 - Conversations: The Most Important Part of Advance Care Planning
Here are some resources that might interest you:
Empath Health Palliative care helps woman achieve milestones video link
There is additional information on Palliative Care Services on our web-site under the Palliative Care tab.
The website is www.empathhealth.org and the Advance Care Planning tab includes downloadable living wills in English and Spanish, Interactive Living Wills, Dementia Living Wills, resources, etc.
To call for an Advance care planning packet please dial 727-586-4432. The packet includes 2 living wills with the 24 page The Greatest Plan booklet and a booklet for the HCS called “what do I do now”?
My contact information: Kelly Siegel 727-735-8743 KellySiegel@EmpathHealth.org
April 22, 2021 - Market Outlook - Larry Adam, CIO, Raymond James
May 27, 2021 - International Estate Planning - Fabrice Marmosez, RSM US LLP