2019 Schedule of Events

  • Tuesday, May 14, 2019
    5:30 – 6:45 PM REGISTRATION
    7:00 PM Welcome Reception
    7:00 PM Protecting Your Personal Data
    Jeremy Burris, Principal
    J.R. Snodgrass
    Wednesday, May 15, 2019
    7:00 – 7:30 AM Grab and Go Breakfast
    7:30 – 8:30 AM Registration
    8:30 – 8:45 AM Opening Remarks
    8:45 – 10:15 AM Recent Tax Developments
    Charles (Skip) D. Fox IV, Esquire
    McGuireWoods, LLP
    10:15 – 10:35 AM BREAK
    10:35 AM – 12:00 PM Developments in Fiduciary Education
    Charles (Skip) D. Fox IV, Esquire
    McGuireWoods, LLP
    12:00 – 1:15 PM Lunch
    1:15 – 2:15 PM It Won’t Kill You – Estate Planning During and After Divorce
    Russell Farbiarz, Esquire
    Antanavage Farbiarz PLLC, Attorneys at Law
    2:15 – 3:15 PM Can You “Trust” Marijuana?
    Kevin Martin CRCM, CAMS
    Compliance Anchor
    3:15 – 3:35 PM BREAK
    3:35 – 5:30 PM Asset Protection and VA Benefits
    Sean Curran, Esquire
    Curran Estate Law
    5:30 PM PM Dinner:
    Crisis Medicaid Planning
    Julie C. Andrew, CELA
    Trinity Elder Law & Estate Planning
    Thursday, May 16, 2019
    7:00 – 8:00 AM BREAKFAST
    8:00 – 9:00 AM Stephens & Lee Law
    9:00 – 10:00 AM The Recession is Coming
    Malcom Polley, CFA, President & Chief Investment Officer
    Stewart Capital Advisors, LLC
    10:00 – 10:20 AM BREAK
    10:20 – 11:20 AM Update on DOL Fiduciary Rule, ESG, meeting competitive challenges. Update on Robo-Advisor
    Eugene F. Maloney, Esquire
    Federated Investors, Inc.
    11:20 AM – 12:20 PM Owning and Managing Real Estate in Special Needs Trusts
    Anthony Marone, Esquire
    McAndrew Law
    12:20 – 1:30 PM LUNCH
    1:30 – 2:30 PM Blockchain
    Broadridge Consulting
    2:30 – 3:30 PM Document Acceptance
    J. William Wilding, III, Esquire
    Kozloff Stoudt Law Firm
    3:30 – 3:50 PM BREAK
    3:50 PM TBD
    Friday, May 17, 2019
    7:00 – 8:00 AM BREAKFAST
    8:00 – 9:00 AM Retirement – Times are a Changing
    Renee Laychur, CFA, SVP, Director of Portfolio Management
    FNB Wealth Management
    9:00 – 10:00 AM Steve Chiavarone
    Federated
    10:00 – 10:20 AM BREAK
    10:20 – 11:20 AM Opportunity Zones in Pennsylvania & Benefits for Investors
    Vic Di Battista
    VMD Law Group
    11:20 AM – 12:00 PM Affluent Investors
    Vanguard
    12:00 – 12:15 PM Closing Remarks