News From Terre Haute, Indiana

Jobs

August 7, 2011

Estate Planning Council meetings set

TERRE HAUTE — The Estate Planning Council of Central Illiana has recently elected officers and board of directors for the 2011-2012 fiscal year.

The officers are; president, Cary Sparks, CTFA, senior vice president and trust officer (First Financial Bank Trust Services); vice president, David Dittmann, financial advisor (Edward Jones); secretary, T.C. Clary, attorney (Wright, Shagley & Lowery); and treasurer, Julie Schlosser, trust officer (Old National Bank). The board of directors are: Patrick Bell, CPA (Larsson, Woodyard & Henson); Jeff Fisher, CPA (Sackrider & Company, Inc.); Lakshmi Reddy, attorney (Reddy Law Firm LLC); Bob McMahan, attorney (McMahan Law Firm); and Terri Svihla, CPA (Svihla & Associates, CPAs, LLC).

The Estate Planning Council of Central Illiana, Inc., was formed on April 2, 1996, to provide a better understanding of estate planning and the services estate planners can render to the general public. Members of the council strive to promote cooperation among the various disciplines (attorney, CFP, CPA, CLU, ChFC, CEP, trust officer, and any professional engaged in estate planning). The intent is to foster a better understanding of the proper relationship that each discipline bears to the other, their clients, and the general public.

The local council conducts five professional meetings throughout the year covering timely estate planning-related topics. The dates and general topics for this year’s programs are as follows:

September — Economic Update

November — Investment Roundtable

January — Charitable Giving

March — Professional Development

May — Continuing Education Program

The local council is a member of the National Association of Estate Planners and Council.

Membership in the Estate Planning Council is open to any professional who is engaged in or interested in the estate planning process. As an incentive for new members to join the organization, a special “new member discount” for the first year dues was recently approved by the organization’s board. For more information, contact Cary Sparks at (812) 238-6257

1
Text Only | Photo Reprints
Jobs
Latest News
TribStar.com Poll
AP Video
Raw: Obamas Attend Easter Service Raw: Space X Launches to Space Station Raw: Easter Morning Delivery for Space Station Raw: Crowds Rally at '420' Celebration in Denver Raw: Fire Destroys 3 N.J. Beachfront Homes Raw: More Than 100,000 Gather for Easter Sunday Raw: Massive 7.2 Earthquake Rocks Mexico New York Auto Show Highlights Latest in Car Tech Man Charged in Kansas City Highway Shootings Raw: Greeks Celebrate Easter With "Rocket War" Raw: Students Hurt in Colo. School Bus Crash New York Auto Show Highlights Latest in Car Tech Small Reactors Could Be Future of Nuclear Energy Raw: Ferry Captain Received Medical Treatment Police Question Captain, Crew on Ferry Disaster Marathoners Celebrate Easter With Tradition Captain of Sunken SKorean Ferry Arrested Ceremony Marks 19th Anniversary of OKC Bombing Raw: Orthodox Christians Observe Easter Rite Raw: Church Tries for Record With Chalk Jesus
NDN Video
Hundreds Gather for Denver Pot Rally on Easter Dr. Phil Put In The Hot Seat By His Own Wife Jabari Parker's Top 5 Plays From Duke Career Kourtney Kardashian Is a Bikini Babe More Manpower Than Ever Expected At 4/20 Rally Debunk'd: Miley Cyrus AIDS, Cheeseburgers Cause Cancer, Military Warning Bill Previewing the NBA playoffs Raw: Orthodox Christians Observe Easter Rite My name is Cocaine Raw: Space X Launches to Space Station Lohan Gets Candid About Her Sex List The 2014 New York Auto Show Meet Johnny Manziel's New Girlfriend Chelsea Clinton Announces Pregnancy Funny: Celebrating Easter with Martha Stewart and Friends Man Accuses 'X-Men' Director Bryan Singer of Sexually Abusing Him As a Teenager Man hit with $525 federal fine after he doesn't pay for soda refill Lea Michele & Naya Rivera Feuding? Jabari Parker declares for the NBA draft Singing Nun Belts Out Cyndi Lauper
Parade
Magazine

Click HERE to read all your Parade favorites including Hollywood Wire, Celebrity interviews and photo galleries, Food recipes and cooking tips, Games and lots more.
  • -

     

    March 12, 2010

activity