Professional Advisor Seminar
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:
Thursday, Oct. 24, 8:30 a.m. – 12:30 p.m.
FREE for all attendees
The Montage (8580 Allison Pointe Blvd, Indianapolis, IN 46250)
Event description:
Join us for our annual Professional Advisor Seminar. We will welcome nationally renowned speaker Turney Berry, who will discuss providing financial support to “Middle-Rich” clients. This seminar is an excellent networking opportunity, and one of the foremost continuing learning opportunities for professional advisors in Central Indiana.
Who should attend:
The following attendees would find particular insight from the Professional Advisors Seminar:
- Financial planners
- Wealth advisors
- Estate & gift planners
- Attorneys, particularly those who work in trust and estate planning
- Others who advise on financial investments or charitable giving
Continuing education:
2.5 hours of continuing education credits have been requested in the following professional categories:
- CLE (Attorneys)
- CE (Insurance )
- CPE (CPAs)
- CFP (Financial Planners)
What you will learn:
Turney Berry, leader of Wyatt, Tarrant & Combs, LLP Tax, Business & Personal Planning Service Team will present about “Not Too Rich, Not Too Poor: Goldilocks Planning for the Middle–Rich Clients Who Need Our Help.” Planning for clients who are too rich to keep everything and too poor to transfer everything remains an estate planning challenge. These clients typically lack family offices that can help implement and oversee our most complex planning, yet oftentimes, it is just that planning that the client needs. And, of course, the clients need everything else, too – charitable planning, asset protection, retirement plan thinking, preserving the family farm and vacation cabin, and so on. This year’s seminar will discuss intelligent, implementable, and interesting ideas for the Middle-Rich (even if we can’t quite define who they are).
Agenda:
- 8:30 – 9 a.m. Registration
- 9 – 9:30 a.m. Light breakfast buffet and networking
- 9:30 – 9:50 a.m. Charitable planning update provided by CICF
- 9:50 – 10 a.m. Break
- 10 – 11:10 a.m. Presentation from Turney P. Berry
- 11:10 – 11:20 a.m. Break
- 11:20 a.m. – 12:30 p.m. Turney Presentation continues followed by Q&A
Please contact Brandon Stover at BrandonS@cicf.org with any questions regarding seminar registrations.
Turney P. Berry
ABOUT OUR PRESENTER
Turney P. Berry is with the Louisville Office of Wyatt, Tarrant & Combs, LLP and the leader of the firm’s Tax, Business & Personal Planning Service Team. Mr. Berry concentrates his practice in the areas of estate and business planning, estate and trust administration, and charitable planning.
Mr. Berry is past Regent of the American College of Trust and Estate Counsel (better known as ACTEC), delivered the 2024 Trachtman Lecture, has been President of the ACTEC Foundation, Kentucky State Chair, and chair of the Charitable Committee and the Estate and Gift Committee, and is currently Chair of the State Laws Committee. He is a Uniform Law Commissioner and led or been a member of the drafting committees for the Uniform Acts dealing with Decanting, Fiduciary Income and Principal determinations Electronic Wills, Directed Trusts, and Conflicts in Trusts and Estates, among many others. He is a Fellow of the American College of Tax Counsel, a member of the American Law Institute, and serves on the Heckerling Institute Advisory Committee, the Advisory Committee for Bloomberg/BNA, and the Advisory Committee for Trusts and Estates monthly, and is a member of the Joint Editorial Board for Trusts and Estates.
He is a member of the National Association of Estate Planning Councils Hall of Fame, and is listed in Woodward/White’s The Best Lawyers in America®, Kentucky Super Lawyers, and Chambers.
Mr. Berry is a frequent lecturer and writer, teaches Business Succession Planning in the University of Miami Estate Planning LLM program, and has been an adjunct professor at the Vanderbilt University School of Law, the University of Louisville Brandeis School of Law, and the University of Missouri School of Law.
He chairs Louisville’s Center for Interfaith Relations, is President of the Daily Walk Sunday School class at Christ Church United Methodist in Louisville, and is Chair of the Civilian Review and Accountability Board which investigates and reviews allegations of police misconduct. He is also a member of the Honorable Order of Kentucky Colonels and Louisville Downtown Rotary.