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  • Advisors

    05.12.2020| Welcome 8am | Program 8:15am – 10:30am

    CFT/SMU 2020 Professional Seminar: Washington Update & Planning Considerations for a New Decade


    The morning will kick off with noted speaker Jeff Bush for a one-hour presentation of The Washington Update, covering timely insights of Washington D.C. legislative and fiscal topics.

    Following Jeff's presentation, he'll be joined by Marvin Blum, The Blum Firm, P.C.; Pamela Lucina, Northern Trust; and Jonathan March, Armanino for an engaging one-hour panel discussion for expert insights on how to navigate tax, estate and charitable planning concerns for clients in this important election year.

Have questions about an upcoming event? Looking to use our event space?

Rebecca Debutts is available to answer questions about upcoming events. Lisa Causey is available to answer questions about our event space. Our team is here to help!

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