Professional Advisor Seminar and PALC Luncheon
Every year, CICF brings a nationally known expert to speak on an important topic in estate planning, taxation or charitable giving, as our gift to the professional advisor community.
UPCOMING SEMINAR:
Wednesday, Oct. 25
8 – 11:45 a.m. | Seminar
11:45 a.m. – 1:15 p.m. | Exclusive luncheon for PALC members and guests
Historically, low-interest rates have been the cornerstone of wealth transfer planning for the past decade. But that is likely to change with surging interest rates and low growth expectations. Thomas Pauloski, senior national director of the Institute for Trust and Estate Planning, will be headlining CICF’s annual professional advisor seminar. As always, this event is free and open to all professional advisors.
Please contact Brandon Stover at BrandonS@cicf.org with any questions regarding seminar registrations.
Thomas Pauloski
ABOUT OUR PRESENTER
Thomas Pauloski is a nationally known speaker on estate planning, tax, and insurance issues and has written numerous articles and continuing legal education materials on estate planning topics. He has served on the faculty of the American Bankers Association National Trust and National Graduate Trust Schools and the adjunct faculty of the Cannon Financial Institute Schools. Tom has been an adjunct professor at Loyola University Chicago School of Law and has taught estate planning classes at Northwestern University Law School. Tom also has served on the editorial board of Trusts & Estates magazine. He retired from the United States Naval Reserve in 2003 after 21 years of service.