St. Louis Practicing Scholar Series: Best Planning Ideas Case Study
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Date: January 8, 2024 Saint Louis Club 12-1:15pm
Topic: STL Practicing Scholars Series: Best Planning Ideas for 2024
Speakers: Elliot Dole, Steve Gorin, John Scott, Michael Tessler and Moderator Kathleen Bilderback
About the presentation: A panel of experts including Elliot Dole of Buckingham Strategic Wealth, Steve Gorin of Thompson Coburn LLP, John Scott of Anders and Michael Tessler of BUI, moderated by Kathleen Bilderback, will discuss the latest developments and the best estate, tax and business planning ideas of 2024.
To register for this session, go to www.epcstlouis.org and click the link for the session.
Refunds and Cancellations: All attendees are required to register in advance. If you reserve and are unable to attend, please cancel your reservation at least 36 hours in advance of the meeting to receive a refund or a credit for a future meeting. For more information regarding refund, complaint, and/or program cancellation policies please contact our offices at 314-520-3564.
Not approved for CE.
About the Speakers
Elliot Dole is a CERTIFIED FINANCIAL PLANNER™ professional whose practice is centered around clients’ needs and dreams. As an Advanced Planning Advisor at Buckingham, Elliot provides client solutions and acts as a valuable resource for advisors. Also, a practicing Wealth Advisor, Elliot draws on experience working in the field with high-net-worth clients and professional advisors. His areas of concentration include client development, charitable legacy planning, and advisor development.
Steven B. Gorin is a partner at Thompson Coburn LLP. He practices trust & estate law and helps owners’ structure closely-held businesses. Steve has practiced law for over 25 years and practiced accounting for 8 years before that. He is a member of the Business Planning Committee and chair of the Employee Benefits Committee of the American College of Trust & Estate Counsel and is chair of the Committee on Governmental Submissions for the American Bar Association's Real Property, Trust & Estate Law Section. Steve was inducted into the NAEPC Estate Planning Hall of Fame® in 2020.
John Scott is a partner in AMD's Tax Services Group and is active in Manufacturing and Distribution Services and Family Wealth and Estate Planning specialties. He offers dedicated resources and critical thinking to address complex issues in this industry, the hospitality and gaming industries and law firms. John has extensive experience in helping clients be more efficient, competitive and profitable. John also specializes in estate planning services at the firm with clients including individuals, families, law firms and owners.
Michael Tessler is a sought-after resource by financial advisors all over the country. With experience in the home office and the field, his perspective and understanding of the life insurance business is broad. Today, Michael serves as the president at Brokerage Unlimited, Inc., a firm that assists financial service professionals with the implementation of wealth transfer and wealth protection strategies.
Kathleen W. Bilderback specializes in estate, business and executive benefits planning and estate and executive compensation planning with life insurance. Formerly, she was a member of the Advanced Markets Group of MetLife, where she provided training and advanced underwriting support for the top producers of MetLife and its subsidiaries. Prior to joining GenAmerica Financial (a MetLife company) in 1996, she was in private practice.