Speaking Engagements
Free educational seminars are offered by Altman & Associates as well as seminars provided for the benefit of professional groups. Please email liz@altmanassociates.net should your group wish to hold a seminar.
Seminars & Events – Updated 5/2/12
Temple Emanuel Brotherhood Brunch
Date: Sunday, March 18, 2012
Time: 9:15 a.m.
Topic: Financial and Estate Planning
Location: 10101 Connecticut Avenue, Kensington, MD 20895
Congressional Bank
Date: Wednesday, April 18, 2012
Time: 1;00 – 2:00 p.m.
Location: 6500 Rock Spring Drive, Suite 300, Bethesda, MD 20817
Topic: Estate and Business succession Planning
NAPFA – National Association of Fee Only Financial Advisors
Date: April 25, 2012
Location: Philadelphia
Speaker : Gary Altman, Esq.
Topic: Post Mortem Tax Planning – A Real Life Study
Bryn Mawr Trust Company
Date: Wednesday, May 16, 2012
Time: 7:30 – 9:00 a.m
Location: Philadelphia – Merion Cricket Club
Speaker: Gary Altman, Esq.
Topic: Post-Mortem Tax Planning – A Real Life Study
NAIFA – National Association Insurance and Financial Advisors
Date: June 1, 2012
Time: TBD
Location: Northern Virginia – TBD
Speaker: Gary Altman, Esq.
Topic: Post-Mortem Tax Planning – A Real Life Study
FPA Central Virginia Forum
Date: Friday, June 8, 2012
Time: 10:00 -11:00 a.m.
Location: Richmond, Virginia
Speaker: Gary Altman, Esq.
Topic: Post – Mortem Tax Planning – A Real Life Study
Estate and Trust Section of Montgomery County Bar Association
Date: October 23, 2012
Time: 5:30 – 7:30 p.m.
Speaker: Gary Altman, Esq.
Topic: Post – Mortem Tax Planning – A Real Life Study
National Associations of Personal Financial Advisors – Mid-Atlantic Regional Group
Date: January 24, 2012
Time: 1:00-3:30 p.m.
Location: Bethesda, Maryland
Speaker: Gary Altman, Esq.
Topic: Estate Planning – TBD
For More Information, e-mail: gary@altmanassociates.net
