Please join us on Wednesday, September 20 for our annual Estate Planning Council continuing education event.
The Estate Planning Council provides multi-disciplinary education, understanding, and cooperation among professionals who are involved in estate planning.
The event will start with registration and breakfast at 7:30 a.m. The program will be from 8 a.m. to 11 a.m.
Susan Rounds, a director and head of wealth planning for the Western Region for Deutsche Bank Wealth Management, will discuss:
- Transition by Design: Successful Succession of the Privately Held Business and Wealth
- A Changing Marketplace and Business Owner Demographics
- Integrated Master Plan Design
- Strategic Opportunities
- Changing Paradigms
- Family Dynamics & Intergenerational Conflict: Preserving Family Wealth and Harmony
- The Landscape
- Fundamentals of Family Dynamics
- Communication/Trust Beneficiary
- Family Governance
- Art and Architect of the Family Meeting
- The Family Mission Statement
We are excited to announce that we have been approved to offer a range of CEU credits, including:
- Indiana Commission on Continuing Legal Education – 3.0 Ethics
- Indiana Department of Insurance – 3.0
- American Bankers Association – 3.5 CTFA
- Certified Financial Planner Board of Standards – 3.5
This event will be in-person at Elcona Country Club in Bristol with breakfast provided and is free for members of the Estate Planning Council. The cost is $75 for nonmembers. You may join the Estate Planning Council for $100 annually (July-June), here and this event will be covered in this year’s membership.
Please register for this event below by September 14. You will receive a confirmation in your email after you register.
Download the flyer for this event.
About our Speaker:
Susan P. Rounds is based in Los Angeles and specializes in providing services and solutions to clients in the areas of tax and estate planning, business succession, risk management, philanthropy, family governance, intergenerational wealth transfer and legacy planning. In a career spanning 25 years, Rounds has advised ultra-high-net-worth individuals, families, and privately-held business owner clients during her tenure in Big Eight Accounting, global financial institutions and private legal practice. She has been elected to the NAEPC Estate Planning Hall of Fame® Class of ‘22. As a noted national speaker, author and commentator, her articles have been featured in leading publications such as Trusts and Estates Magazine, The Journal of Practical Estate Planning, and The Journal of Private Wealth Management. Rounds makes frequent presentations at national seminars such as the Hawaii Tax Institute, as well as to Estate Planning Councils and other professional groups across the country.
Susan Rounds sits on the Editorial Board for Opportunity Zone Magazine and has been named as one of the Top 25 Opportunity Zone Influencers in the country for 2018, 2019 and 2020. She served on the board of directors for the National Association of Estate Planners and Councils for seven years and edited the NAEPC Journal of Estate and Tax Planning for nine years. Rounds taught Federal Estate and Gift Tax at the University of Georgia School of Law, both Federal Income Tax and Principles of Accounting at the University of Georgia Terry College of Business, and all sections for the National CPA Examination, including Financial Reporting, Income Tax and Regulatory Reporting, Business Law, and Audit. She also served as a faculty member for the NYU Summer Institute on Taxation.
Formal degrees and designations include a BBA in Accounting, cum laude, from UT El Paso, a Juris Doctor from the University of Georgia, and an LL.M. in Taxation from Emory University School of Law. Rounds passed the comprehensive four-part CPA exam on the first sitting and is a registered TEP (Trusts and Estates Practitioner), having earned the STEP Advanced Certificate in Cross-Border Estate Planning. Ms. Rounds is also an Accredited Estate Planner® (Distinguished).
Contact Kim Miller with any questions, [email protected] or by phone at (574) 295-8761.
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