Ethics and Security When Using the Cloud in Your Estate Planning Practice
Date: Thursday, November 20, 2014
Time: 11:30am - 1:00pm
Location: Cypress Lake Country Club
Speaker: Panel
Three tech-savvy folks will lead a discussion on opportunities and challenges for the various members of the estate planning team in today's cloud-computing enviroment.
Panelists:
-J. Corey, Vertich, CFP, of Uhler & Vertich Financial Planners, LLC
-T. John Costello, Jr., Esq., of Kelley Kronenberg
-Keith Alexander, Information Technology Partner, of Hughes, Snell & Co.
