Events

As an industry leader, McKonly & Asbury strives to keep you updated and in the know with several events scheduled throughout the year. Click on an event below to get more details.

Upcoming Events

2014 | Wednesday, October 15| 2:00PM-3:00PM
Webinar: Professional Ethics: An Introduction to the Revised Code of Professional Conduct

  • Presenter(s):  Mike Hoffner, Partner with McKonly & Asbury and Dan Sturm, Principal with McKonly & Asbury
  • Topics: Introduce the structure and background of the new AICPA revised Code of Professional Conduct; Provide information on how the AICPA derived the new format; Offer a roadmap of next steps expected from the AICPA on this topic.

2014 | Tuesday, November 18| 2:00PM-3:00PM
Webinar: Not Your Grandfather’s Corporate Trustee: Modern Trust Laws and the Resurgence of the Corporate Trustee

  • Presenter(s):  David Warren, President and CEO with Bridgeford Trust Company and Tyler Wenger with McKonly & Asbury
  • Topics: Discuss the differences between corporate and individual trustees, the individual trustee bias among some advisors, and what planners should consider in making recommendations in the planning process; examine modern trust laws such as directed trusts, asset protection, decanting, and the trust protector concepts; discuss important factors to consider when selecting a corporate trustee such as situs selection, independence, and fees.

Past Events

Browse through our archive of past events.

2014 Events
2013 Events
2012 Events
2011 Events
2010 Events
2009 Events
2008 Events
2007 Events


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