Events (07/23/2010)

1. D.C. Metro Forum - July 2010

   Date: 07/23/2010

   Time: 1:00 - 4:30 p.m.

   Location: Hilton Garden Inn Tysons Corner

   Price: $30.00

   Hilton Garden Inn Tysons Corner 8301 Boone Blvd. Vienna, VA  22182 (703) 760-9777

   Speakers

   • Lew Dymond Download Bio
   • Vincent Bonazzoli
   Agenda

   1:00 - 2:15: WealthDocx 7 Drafting Tips & Tricks by Blair Janis & Lew Dymond 2:15 - 2:30: Break 2:30 - 4:00: Preparing your Business for Growth in 2011 by Vincent Bonazzoli -- Estate Tax Planning -- Generating business through past and future clients -- Communicating with referral sources 4:00: 4:30: D.C. Metro Forum Business Planning

2. Round Table Discussions

   Date: 07/23/2010

   Time: 8:00 am - 1:00 pm

   Location: Wingate at Needham, 589 Highland Avenue, Needham, MA 02494 (781) 455-9090

   Price: $25.00

   The summer meeting of the MassForum will be an interactive meeting among the attendees. In this open format, we will discuss how to deal with issues confronting us as practitioners. Come and work together in a collegial environment to openly discuss important issues facing us all.

   Agenda

   8:00 am - 8:30 am: Registration and Buffet breakfast

   8:30 am - 9:00 am: Networking

   9:00 am - 9:30 am: Leadership and Document Committee Reports

   9:30 am - 10:30 am: Roundtable discussions: Topics include:

   a. Trust Protectors - Led by Paul Bernstein - an overview of the law at it related to Trust Protectors followed by a group discussion.

   b. Dealing with the "difficult" client roundtable discussion.

   10:30 am - 11:00 am - Networking Break

   11:00 am - 12:30 pm: Roundtable discussions continue

   12:30 pm - 1:00 pm - Open discussion