ESTATE PLANNING CONFERENCE
Tuesday, May 10
We are pleased to return to Spark Cool Springs
for our 2022 Estate Planning Conference.
We have a stellar lineup of returning and new (to the Conference) specialists that we will hear from.
After the sessions, join us for our networking lunch
3.0 hours of CFP® CE -PENDING
We are happy to provide certificates for self-submission for other designations
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Josh Tillman, J.D.
Cook Tillman Law
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Paul C. Hayes, J.D., CPA, CFP®
Howard Mobley
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Agenda for Tuesday, May 10
7:30am- breakfast snacks & beverages during networking
8:00 am - Welcome and Intros
8:05am- 9:05 am- Session I
Josh Tillman- Secure Act 2.0
9:05 - 9:20 am -Break
9:20 am - 10:20- Session II
Andrew Bellm- Community Property Trusts and Account Titling
10:20 - 10:35 am -Break
10:35 - 11:35- Session III
Paul C. Hayes- A Legislative Update
11:45 - 1:00pm - Networking Lunch
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CORPORATE PARTNERS
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TrustCore financial planners can help you chart a clear course for your financial future. Serving clients for more than 30 years, TrustCore is consistently ranked among the top wealth management firms in the U.S. This size and scale enables us to bring you deep expertise and unique investment opportunities.
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At The Anderson Group, our agents specialize in building lasting relationships with our clients while helping them achieve their goal of finding a new home. Our team's vast knowledge of Nashville's ever growing communities and commitment to client needs have helped us become one of the most trusted names in Nashville real estate. Learn More
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We’re in the insurance business
Normally, when we tell someone that, their eyes glaze over and they politely walk away. We understand the perception – but we’re out to change that.
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Really, we’re less of a sales organization and more a partner to help protect lifestyles and provide peace of mind.
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The assets we manage represent more than shares in a portfolio.
That money represents the savings, sacrifice, and dreams that investors have entrusted to us. We take this responsibility seriously.
Founded in 1981, Dimensional has a long history of applying academic research to practical investing. We offer a full range of equity and fixed income strategies designed to target higher expected returns.
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Montgomery & Associates Insurance was selected by the Nashville Business Journal as the Small Business of the Year by category in 2015 and is a Best Practices Agency 3 years in a row for 2016, 2017, and 2018. We combine a “Small Company” atmosphere with “Big Company” expertise. We represent numerous A+ Financially rated insurance carriers and provide a diversity of insurance products from homeowners insurance, car & truck insurance, flood insurance, condo insurance, motorcycle insurance, and business insurance.
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At Cumberland Trust, we work as a part of your family’s team of advisors. We collaborate with your accountant, estate planning attorney, and financial advisor to help guide the wealth transfer process and to maximize the benefits to both you and your loved ones. Since 2001, we have focused on people, their needs, and their values - not money management. Our role as a corporate trustee is truly independent and our approach centers on our clients.
You worked hard to build your legacy. At Cumberland Trust, we work to protect that legacy and to ensure your trust provides for your beneficiaries in the many years to come. Learn more here.
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LiveWell By Blakeford is a program for healthy and independent people who want to live at home as they age. Take advantage of our wellness and preventive services; then, if your health unexpectedly changes, you are guaranteed a full plan of care services for a lifetime. LiveWell By Blakeford combines features of long-term care insurance, home care, assisted living and community living. Not only is the cost of these long-term care services covered, you can get them at home.
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By providing a complete investment solution for families, institutions, and endowments/foundations, Woodmont Investment Counsel helps our clients achieve their financial goals. In the rapidly changing investment advisory industry, it is the vision of Woodmont Investment Counsel to be a leader in innovative ideas and performance, blending cutting edge technology with sophisticated investment advice. Learn more here.
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