The 42nd annual Accounting Day will be on May 19, 2014 and will bring a full day of top quality continuing education to accounting and finance professionals across a variety of industries.  Don’t miss this exciting opportunity to network with more than 400 of your accounting industry peers from throughout San Diego County.  More information is available at

Town & Country Hotel Convention Center, 550 Hotel Circle North, Mission Valley, San Diego, California 92108

What You Don’t Tell Your Clients About the Other Half of Estate Planning Will Hurt Them

Presented by Peter R. Wheeler

This presentation is based upon the presenter’s personal experiences dealing with a year-long illness, death, and follow up legal, personal and family matters as a result of death of a loved one.  After nearly 50 years as a wealth adviser, the presenter discovered that the actual experiences of caring for a loved one, making end of life decisions, and handling estate settlement issues are very different from what estate planners prepare their clients for.  Wills, a trust, and powers are just the beginning of good estate planning.  In this presentation, the practitioner will learn how to assist clients to be prepared for the total experience – final illness, specific bequests, family values and history, estate distribution, and benefits and assets settlement.  You are never too young to start this process.  A check list will be provided.