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Northern Trust Experience 2012

 
 
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Overview

For more than a century, Northern Trust has partnered with members of the professional community to address the financial needs of their affluent clients. We recognize the issues surrounding the creation, management, preservation and transfer of wealth can be complex and challenging. Developing and delivering holistic wealth management solutions requires: Access to information and ideas, Expertise that is broad and deep to complement your own and Service that is grounded in proactive and personal communication.

Professional Advisors Forum
Experience The Right Partnership
February 16-18, 2012
Santa Monica, CA

In an intimate setting, we explore with professional advisors the issues and opportunities we all face in serving successful individuals and families. The program is designed to allow ample time for advisors to network with peers as well as Northern Trust professionals.

We are privileged to offer this forum adjacent to the 2012 Northern Trust Open, one of the most respected and revered tournaments on the PGA TOUR schedule. Hosted at Riviera Country Club, it attracts one of the best fields in professional golf.

  • Professional Advisor Forum Agenda

    Thursday, February 16, 2012

    PROGRAM MODERATOR
    Steve 'Mac' MacLellan
    Chief Executive Officer & Global Head of Business Practices & Client Segments, Northern Trust

    6:00 PM - 9:00 PM
    WELCOME
    Reception and Dinner
    Fairmont Miramar, Santa Monica
    Special Performance by Michael McDonald

    Friday, February 17, 2012

    7:30 AM - 8:00 AM
    BREAKFAST
    Shutters Hotel on The Beach, Grand Salon A
    (breakfast will be extended to 9:00 AM for spouses/guests)

    8:00 AM - 8:15 AM
    WELCOME REMARKS
    Grand Salon B
    Jana R. Schreuder, President, Personal Financial Services, Northern Trust

    8:15 AM - 9:00 AM
    ECONOMIC UPDATE
    Paul L. Kasriel, Chief Economist, Northern Trust

    Download the presentation

    9:00 AM - 10:00 AM
    TRENDS IN WEALTH TRANSFER: KEY CONSIDERATIONS IN LONG-TERM TRUST DESIGN
    Daniel F. Lindley, President, The Northern Trust Company of Delaware
    R. Hugh Magill, Executive Vice President, Chief Fiduciary Officer & Global Director of Trust Services, Northern Trust

    Download the presentation

    10:00 AM - 10:30 AM
    Networking Break

    10:30 AM - 11:30 AM
    TRANSITION PLANNING FOR THE BUSINESS OWNER—THE PRACTICAL REALITIES
    Daniel R. Barron, Senior Vice President & Managing Director - Family Business Group, Northern Trust
    Mary Ann Sisco, Senior Vice President & Director of Personal Financial Services Client Solutions, Northern Trust

    Download the presentation

    11:30 AM
    Adjourn

    12:00 NOON
    LUNCH at RIVIERA COUNTRY CLUB
    2012 NORTHERN TRUST OPEN VIEWING - SECOND ROUND
    Departure for Riviera Country Club

    6:30 PM - 9:30 PM
    RECEPTION AND DINNER
    Location Hotel Casa del Mar, Colonnade Room
    Speaker: Jim Nantz

    Saturday, February 18, 2012

    7:30 AM - 8:00 AM
    BREAKFAST
    Shutters Hotel on The Beach, Grand Salon A
    (breakfast will be extended to 9:00 AM for spouses/guests)

    8:00 AM - 8:15 AM
    WELCOME REMARKS
    Grand Salon B
    Steve 'Mac' MacLellan, Chief Executive Officer & Global Head Personal Financial Services, Northern Trust

    8:15 AM - 9:00 AM
    2012 INVESTMENT OUTLOOK: TUG OF WAR
    James D. McDonald, Senior Vice President & Chief Investment Strategist, Northern Trust

    Download the presentation

    9:00 AM - 10:00 AM
    PHILANTHROPIC STRATEGIES FOR PRESERVING CHARITABLE INTENT, MAXIMIZING IMPACT AND CREATING FAMILY LEGACIES
    Marguerite H. Griffin, Senior Vice President & National Director of Philanthropic Services, Northern Trust

    Download the presentation

    10:00 AM - 10:30 AM
    Networking Break

    10:30 AM - 11:30 AM
    EXPECT THE UNEXPECTED: TAX PLANNING IN UNCERTAIN TIMES
    Stacy E. Singer, Senior Vice President & Midwest Fiduciary Practice Leader, Northern Trust

    Download the presentation

    11:30 AM
    Adjourn

    12:00 NOON
    Optional Lunch at Riviera Country Club
    2012 Northern Trust Open Viewing - Third Round

  • Check back for a downloadable version of the program book and other materials, including information on continuing education credit.
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