Each year, the Estate, Tax, Legal and Financial Planning Seminar provides up to seven hours of continuing education for attorneys, licensed insurance underwriters, certified public accountants, certified financial planners, bankers and trust officers.
February 9, 2023
In-Person and Virtual Options
Johns Hopkins All Children's Hospital Research and Education Building
600 5th Street South, St. Petersburg, FL
We will apply for continuing education credits for the following designations: Attorney, CFP, CIMA, CPWA, CPA, and CTFA as well as several from The American College Professional Recertification Program. We will also apply for CE credits in the areas of Generic, Life, Health, and Variable Insurance.
We are thankful to our Seminar Planning Committee for their hard work and effort to make this day a success each year. If you are interested in becoming a Seminar Committee Member, please read more about our committee opportunities.
2023 Seminar Event Information and Registration
Join us on February 9, 2023, to see our exceptional speakers in-person on our campus in St. Petersburg or virtually from your computer. View full event details and register here.
Marguerite Griffin, JD
Senior Vice President, Director of Philanthropic Advisory Services, Northern Trust
Topic: Charitable Planning
Additional Seminar Topics Include:
- IRA Retirement Planning in Light of the Final Regulations Under the SECURE Act
- Reassessing Tax Techniques in the Higher Interest Rate Environment
- Recent Developments in Tax and Estate Planning
- Asset Protection 101
- GST Planning Flexibility and Common Mistakes
- Strategies to Pass the Operating Business or Professional Practice on to Key Employees or Selected Family Members
Questions or Credentialing
If you have questions about seminar registration or credentialing, please contact the Planned Giving Team at 727-767-3595 or ACHSeminar@jhmi.edu.
Corporate sponsorship opportunities are available. View the 2023 Seminar sponsorship opportunities here. For information on sponsoring the seminar, please contact Lydia Bailey at 727-767-8914 or Lydia.Bailey@jhmi.edu.