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.
Upcoming Seminars & Events (Updated March 2013):
Navy Federal Credit Union
Date: April 18, 2013
Topic: Estate Planning Seminar
Time: 6:30 PM
Location: 1528 Middlebrook Road, Germantown, Maryland 20876
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Past Seminars & Events:
Suburban Hospital Estate Planning
Date: March, 6, 2013
Topic: Post Mortem Tax Planning – A Real Life Case Study
Time: 7:30 am – 9:00 am
Location: Suburban Hospital
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APCPA Estate Day – Association of Practicing CPA’s
Date: Wednesday, January 9, 2013
Topic: TBD
Speaker: Gary Altman, Esq.
National Capital Chapter of the Financial Planning Association
Date: December 13, 2012
Topic: Post Mortem Tax Planning – A Real Life Case Study
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National Association of Personal and Financial Advisors NAPFA East Conference
Date: Friday, November 7-9th, 2012
Location: Baltimore Hilton Hotel, Baltimore, Maryland
Topic: Post Mortem Tax Planning – A Real Life Case Study
Speaker: Gary Altman, Esq.
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Estate and Trust Section of the Montgomery County Bar Association
Date: Tuesday, October 23, 2012
Time: 5:30 p.m. to 7:30 p.m.
Topic: Post Mortem Tax Planning – A Real Life Case Study
Speaker: Gary Altman, Esq.
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Register of Wills Association Fall 2012 Seminar
Date: Sunday, September 30, 2012
Time: 12:00 noon – 1:30 pm
Location: Hilton Hotel, 3200 N. Baltimore Avenue, Ocean City, Maryland
Topic: Digital Assets in Estate Planning
Speaker: Gary Altman, Esq.
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The Branch Family Reunion Education Seminar
Date: Saturday, July 14, 2012
Time: 10:30 a.m. to 11:30 a.m.
Place: Grand Hyatt, 1000 H Street, NW Washington, DC 20001
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FPA Central Virginia Forum
Date: Friday, June 8, 2012
Time: 10:00 -11:00 a.m.
Location: Richmond, Virginia
Topic: Post Mortem Tax Planning – A Real Life Case Study
Speaker: Gary Altman, Esq.
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Bryn Mawr Trust Company
Date: Wednesday, May 16, 2012
Time: 7:30 – 9:00 a.m
Location: Philadelphia – Merion Cricket Club
Topic: Post Mortem Tax Planning – A Real Life Case Study
Speaker: Gary Altman, Esq.
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NAPFA – National Association of Fee Only Financial Advisors
Date: Wednesday, April 25, 2012
Location: Philadelphia
Topic: Post Mortem Tax Planning – A Real Life Case Study
Speaker : Gary Altman, Esq.
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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
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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
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National Associations of Personal Financial Advisors – Mid-Atlantic Regional Group
Date: Tuesday, January 24, 2012
Time: 1:00-3:30 p.m.
Topic: Estate Planning
Location: Bethesda, Maryland
Speaker: Gary Altman, Esq.
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