Altair Advisers

CEPC Virtual 2023 Fundamentals Course

Date: Wednesday, January 25, 2023
Time: 8:30am - 12:30pm
Location: Zoom Virtual Course
Speaker: Steve Kriz and Suzanne Shier, Levenfeld Pearlstein

Earlybird Fees - Register for the Complete Course by January 3rd to receive $100 Discount 

All Courses will run from 8:30 a.m. - 12:30 p.m.

January 25, 2023 - Introduction to Estate Planning

February 1, 2023 - Overview of Estate, Gift and Generation-Skipping Transfer Tax

February 8, 2023 - Income Ta Considerations for Trusts and Estates and IL Trust Code

February 14, 2023 - Drafting Estate Planning Documents

February 22, 2023 - Putting It All Together

See Upcoming Event Calendar