2011 Program
Click below to register

October 26, 2011
 
Northern Trust Bank
1995 Village Center Circle
(Free Parking)

8:00 Registration/Continental Breakfast
Exhibit Area

8:30 Welcome and Introduction - David Grant

8:45 From Prominence to Prison

Patrick Kuhse
Back by popular demand, Mr. Kuhse will take us on his own personal journey from successful stockbroker to international fugitive and back again.  Patrick is uniquely qualified to explore the critical thinking errors that underpin white-collar crime and unethical conduct.  His experiences, observations and reflections about business behavior will entertain and provoke one to think more deeply about personal behavior.

9:45 Break and Exhibit Area

10:00 The Art of Gifting

Joan Crain
Ms. Crain, Senior Director at BNY Mellon, speaks to audiences across the country about helping wealthy, multi-generational families meet their estate planning and gift giving needs. At this year’s conference, Joan will discuss strategies for creating a legacy using personal property such as artwork and other valuable items.  Specifically, she will share cutting-edge planning techniques for leaving these items to qualified charities and other beneficiaries.

11:00 Break and Exhibit Area

11:30 Special Presentation from Josh Stevens Foundation

11:45 Luncheon Address - What Matters Most: Helping Clients Establish a Legacy

Hyrum Smith, Legacy Quest
Mr. Smith, the Founder of the FranklinCovey and Legacy Quest companies, is a distinguished speaker, corporate trainer and author, having delivered speeches around the globe to more than 5,000 audiences.  Hyrum will teach attendees at this year’s Gift Planning Advisors conference how to help clients establish meaningful legacies and find real inner peace regarding the disposition of their estates.

1:30 Adjournment

Click here for Brochure (PDF)