Please note the new time.

Lisa R. Featherngill, Senior Vice President and National Director of Wealth Planning at
Comerica Wealth Management, will share insights and strategies for tax planning
conversations with clients in light of tax legislation changes, steady interest rates and
enhanced deductions. Advisors will learn approaches they can use to successfully
navigate conversations on income tax considerations, estate planning strategies and
preparing heirs for wealth transfer.

Thomas W. Abendroth, Partner, ArentFox Schiff LLP

Stephen W. Murphy, Partner, McGuireWoods LLP

Continuing Education Credits:

Approved for 1.5 ME CLE

To register, please email amelia.dow@portlandtrust.com