Future of Estate Planning and Fiduciary Services

Date: Tuesday, December 9, 2014
Time: 12:30pm - 1:30pm
Location: Kish Bank
Speaker: Panel


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2014 Kish Bank Wealth Management Estate Planning Teleconference Series

Sponsored by the Cannon Financial Institute



Kish Bank is hosting the continuation of the 2014 Estate Planning Teleconference Series on Tuesday, December 9, 2014 at 12:30 p.m., featuring nationally renowned estate planning attorneys.  It is our pleasure to invite you to join us for this Kish Bank Complimentary “Lunch and Learn,” with CE credits available, including CLE and CPA/CPE.


December’s seminar will present the “Future of Estate Planning and Fiduciary Services.” The speakers will focus discussion on the recent changes to estate planning and fiduciary concerns relevant to today’s current issues and complexities in your estate planning practice.


It is important to the careers of all of us to pay attention to trends in our industry, such as what type of expertise is in high demand, client perceptions of what we offer and, frankly, what types of practice will deliver real value to the client and generate enough revenue to keep us in business. The following issues to be discussed during this teleconference will offer you a sense of what the future holds for us:

  • Impact of ATRA 2012

  • Estate planning services as a product or commodity

  • The role of artificial intelligence

  • The emergence of family offices

    A luncheon will be hosted beginning at 12:30 p.m. in the boardroom at the Kish Financial Center, North Atherton, 2610 Green Tech Drive, State College.  The conference call commences promptly at 1:00 p.m. and continues until 2:00 p.m., followed by a half-hour Q&A session.


    Please contact me to register by Monday, December 1st. Seating is limited, so I encourage you to make your reservation as early as possible. If one of your colleagues is interested in attending, please extend this invitation to him or her.


    We hope you can make it to this CE workshop. Should you have any questions, please do not hesitate to contact me directly at 861-4660 x8277 or by e-mail at daniel.keane@kishbank.com.






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