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 2/12

NAPFA – National Association of Fee Only Financial Advisors

Date:  April 16, 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