ASA Visits the Golden State for the Jerry A. Kasner Estate Planning Symposium

ASA recently participated in the 13th Annual Jerry A. Kasner Estate Planning Symposium on September 7-8, 2017 in Santa Clara, CA.

This event featured diverse programs from nationally recognized speakers offering topics of interests to estate planning attorneys, accountants, and financial service professionals. Additionally, the conference held two bootcamp workshops and bonus credits became available after the close of the Symposium containing topics on ethics, competence, elimination of bias, and law office management. More than 550 attendees from major banks, financial institutions, law firms and related media partners participated in the event as exhibitors/sponsors.

James O. Brown operating the booth for the Kasner Conference

Representing ASA was California-based business valuation professional, James O. Brown, ASA, who is a business valuation consulting partner with Perisho Tombor Brown and is the chair of ASA’s Business Valuation Discipline Marketing Subcommittee. Mr. Brown managed ASA’s booth by answering questions, distributing handouts and branded giveaways and promoted the benefits of hiring designated members to the attending estate planning attorneys, accountants, certified life underwriters, bank trust and investment officers, financial advisers and wealth planning professionals.

For more information on ASA membership, Visit ASA Online or call us at (800) 272 -8258.

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