ESTATE PLANNING COUNCIL OF BIRMINGHAM, INC.

May 10, 2018

TOPIC: Trusts as Beneficiaries of IRAs/ Tax Planning Development Opportunities under TCJA

Michael Kitces - Pinnacle Advisory Group

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September 6, 2018

TOPIC: Fiduciary Liability as Trustee

Stephen McDaniel - Williams McDaniel, PLLC

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October 4, 2018

TOPIC: The Planning Equilibrium: Motivating Your Clients to Action

John Schwan - Schwan Financial Group

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November 1, 2018

TOPIC: Changing World of Estate Planning

Jeff Scroggin - Scroggin & Company, PC

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