Adam Sendzischew - Premium Financing Life Insurance Solutions

Brian Sharkey and Dan Cornell - Benefits of Gifting Private Company Ownership Interests

Emmanuel (Manny) Fournaris and Constantine Fournaris - Business Succession Planning

Patrick Conner - Estate, Business Succession and Tax Planning

Josh Caron - Legislative Update

Marty Babitz - Hoensheid V. U.S. Tax Court Ruling

Michael Gordon – Modernization and Modification of Trusts

Jennifer Smith - Trust Planning for Divorce

Amy Mister and Brittany Vavala – Underwriting Process and Policy Stewardship

Michael Francisco and Colin Devlin - Navigating the Sale of Your Business

Tami Barraclough and Courtney Russell – M Financials’ Executive Disability Insurance Directors

Kyle Davis - Sr. Director & Actuary

Brendan Flatow - Evergreen Settlements

Bradley Terebelo - The Wonderland of Trust Situs and Governing Law

Coach Ted Rath - Professional Athlete/Executive Development

Colin Devlin - Connelly V. United States Supreme Court Ruling

Jason Early - Founder of RISR: Comprehensive Business Owner Engagement Platform

Colleen Boyle and Samantha Anderson - Estate Planning for Fine Art and Collectibles

Todd Flubacher - Letting Go of the Dead Hand

Steve Raymond - M&A Transaction Considerations