welcome to the
Inland empire
estate planning seminar
The IEEPS is the premier estate planning education seminar in the Inland Empire. Now Celebrating its 47TH year, the IEEPS offers the opportunity for regional AND NATIONAL estate and financial planning professionals to engage with top speakers from around the nation while learning about the most current topics in estate planning.
We offer UP TO FOUR HOURS OF CEU CREDITS IN MULTIPLE DISCIPLINES:
AEP • CFP • CPE • CSPG • CTFA • Fiduciary • MCLE (California only)
Legal: Tax Planning Specialization (California only)
Legal: Estate Planning Specialization (California only)
WORLD CLASS
SPEAKERS
Topic TBA
Stephanie C. Buckley, CAP®
Current Developments in Estate Planning
Andrew M. Katzenstein
Working with a Corporate Trustee: Practical Planning Considerations and Recommendations
Kenneth E. Petersen, Jr. & Jerry Braakman
Probate Mediations: Traveling “Emotional” Highways to Resolution
Hon. Mary Thornton House
