Events

Sterling a sponsor at Exponent Philanthropy 2016 National Conference in Chicago, IL. Vice President of Foundation Consulting & Management Ellen Fishbein joined panel discussion of "Many Ways to Give."

September 26-28, 2016

Sterling an exhibitor at the 51st Annual Southern Federal Tax Institute in Atlanta, GA.

September 19-23, 2016

Sterling a sponsor at PartnersFinancial Idea Forum in Chicago, IL.

September 11-13, 2016

Sterling a sponsor at Purposeful Planning Institute Rendezvous Conference in Broomfield, CO.

July 28-29, 2016

Sterling a sponsor at Purposeful Planning Institute Fusion Conference in Broomfield, CO.

July 26-27, 2016

Sterling a Silver Sponsor and presenter at AICPA Advanced Estate Planning Conference in Washington, DC.

July 18-20, 2016

Sterling a sponsor at Opal Family Office and Private Wealth Management Forum in Newport, RI. Vice President of Foundation Consulting & Management Ellen Fishbein joined panel discussion of "The Entrepreneur and Philanthropist as the Catalyst for Change."

July 18-20, 2016

Sterling President Evan Unzelman discussed strategies for charitable trusts, foundations, and family limited partnerships at the 2016 Advanced Tax Planning Institute in Carlsbad, CA.

July 11-13, 2016

Sterling a sponsor and presenter at AAA-CPA Annual Meeting & Education Conference in Wailea Beach, Maui, HI. Managing Director David Murray presented topics including charitable optimization and CRT Rollovers.

June 21-26, 2016

Sterling a Patron Sponsor at Social Impact Exchange 2016 Annual Conference in New York, NY.

June 21-23, 2016

Sterling a sponsor at ACTEC 2016 Summer Meeting in Boston, MA.

June 16-19, 2016

Sterling a Silver Sponsor at Colorado Estate Planning Retreat in Snowmass, CO.

June 9-11, 2016

Sterling a sponsor at NYSSCPA FAE Estate Planning Conference in New York, NY.

May 26, 2016

Sterling a sponsor at AICPA Tax Strategies for the High-Income Individual in Las Vegas, NV.

May 24-25, 2016

Sterling a sponsor at AICPA Private Foundation Summit in Las Vegas, NV.

May 22-23, 2016

Sterling a Premier Sponsor and presenter at AiP Conference on Philanthropy 2016 in Chicago, IL. Vice President of Foundation Consulting & Management Ellen Fishbein and Managing Director David Murray discussed current trends in the charitable planning space with attendees.

May 9-11, 2016

Sterling a Bronze Sponsor at 2016 AALU Annual Meeting in Washington, D.C.

May 1-3, 2016

Sterling an exhibitor at IMCA 2016 Annual Conference Experience in Orlando, FL.

April 17-20, 2016

Sterling an exhibitor at ACTEC 2016 Annual Meeting in Las Vegas, NV.

March 14-18, 2016

Attendees of the Omaha Estate Planning Council gained knowledge of Secondary Planning for CRTs from Sterling Managing Director David Murray in Omaha, NE.

February 16, 2016

Sterling President Evan Unzelman a speaker at Lion Street Institute in Austin, TX.

February 1, 2016

Sterling an exhibitor at Forum 400 2016 Annual Meeting in Bonita Springs, FL.

January 16-19, 2016

Sterling a Platinum Sponsor at 50th Heckerling Institute on Estate Planning in Orlando, FL.

January 10-15, 2016

Sterling an exhibitor at Wilson Conference's Family Office Super Summit in Miami, FL.

December 1-2, 2015

Sterling an exhibitor at Opal Financial Group's Endowment & Foundation Forum in Boston, MA.

November 16-18, 2015

Sterling President Evan Unzelman presented how to uncover new opportunities in existing CRTs at the Advanced Tax Planning Institute in Carlsbad, CA.

November 2-4, 2015

Sterling an exhibitor at Opal Financial Group's Family Office & Private Wealth Management Forum - West in Napa, CA.

October 28-30, 2015

Attorneys responded exceptionally well to Evan Unzelman's presentation of the Sterling CRT Rollover Strategy at the Tax & Estate Planning Forum in San Diego, California.

October 22-23, 2015

Sterling President Evan Unzelman presented the income interest sale and CRT Rollover options in detail with attendees at FFR in Savannah, GA.

October 18-20, 2015

Sterling an exhibitor at ACTEC Regional Meeting in White Sulphur Springs, WV.

September 17-20, 2015

Sterling an exhibitor at Florida Banker Associations's Trust & Wealth Management Conference in Naples, FL.

September 17-18, 2015

Sterling an exhibitor at Opal Financial Group's Family Office & Private Wealth Management Forum in Newport, RI.

July 20-22, 2015

Sterling an exhibitor at ACTEC Summer Meeting in Quebec, Canada.

June 18-21, 2015

Tax professionals and financial advisors lauded the value proposition of Sterling's Rollover strategy at the Advanced Tax Planning Institute in San Diego, California.

June 8-10, 2015

President Evan Unzelman presented the benefits of Sterling's CRT Rollover strategy at a National Advisors Trust Company conference in Kansas City, Missouri.

May 21-22, 2015

Sterling's CRT rollover strategy was praised as an innovative approach to solving client's CRT alignment issues at FEI's Wealth Blueprinting Symposium.

May 3-5, 2015

Sterling presented the benefits of its CRT Rollover strategy at AIP's Conference on Philanthropy in Chicago, IL.

April 27-29, 2015

Sterling's CRT Rollover strategy was well-recieved at the Forum 400 annual meeting in San Antonio, TX.

February 3, 2015

Sterling President Evan Unzelman gave the keynote speech at the 49th Heckerling Institute on Estate Planning, Orlando, FL.

January 12-16, 2015

Sterling a platinum sponsor at the 48th Heckerling Institute on Estate Planning, Orlando, FL.

January 13, 2014

Sterling a breakout session sponsor at the Conference on Philanthropy hosted by Advisors in Philanthropy, Las Vegas, NV.

April 24, 2013

Sterling Regional Sales Director David Murray a speaker and Sterling a sponsor at Pinnacle Study Group, Austin, TX.

Thu, February 21 2013

Sterling Regional Sales Director David Murray a speaker and Sterling a sponsor at The Forum 400 2013 Annual Meeting, San Antonio, TX.

January 19, 2013

Sterling COO Evan Unzelman a luncheon speaker and Sterling a platinum sponsor at the 47th Heckerling Institute on Estate Planning, Orlando, FL.

January 14, 2013

Sterling a sponsor of The 49th Annual Conference hosted by the National Association of Estate Planners & Councils, Orlando, FL.

November 7, 2012

Sterling a sponsor of The 49th Annual Hawaii Tax Institute, Honolulu. HI

November 5, 2012

Sterling a Gold Sponsor of the 57th Annual Estate Planning Seminar hosted by WSBA and EPC of Seattle, Seattle, WA.

November 1, 2012

Sterling the luncheon sponsor at The 31st Annual Southern California Tax and Estate Planning Forum, San Diego, CA.

October 18, 2012

Sterling an exhibitor at The 47th Annual Southern Federal Tax Institute, Atlanta, GA.

October 15, 2012

Sterling Regional Director David Murray a speaker and Sterling a sponsor of the IDFA 2012 National Conference.

September 6, 2012

Sterling an exhibitor at the 2012 AICPA Advanced Estate Planning Conference.

July 2 2012

Sterling an exhibitor at the 2012 Planning for the Generations Symposium.

July 18, 2012

Sterling Regional Director David Murray a speaker and Sterling a sponsor of the 2012 Stratos Wealth Partners Annual Meeting.

May 22, 2012

Sterling Regional Director David Murray a speaker and Sterling a silver sponsor of the 2012 AICPA/AAML Conference on Divorce, Las Vegas, NV.

May 10, 2012

Sterling Director of National Accounts Scott Schoettlin a speaker and Sterling a world championship sponsor at the 2012 Wealth Opportunities Symposium hosted by Essex Securities, Las Vegas, NV.

May 5, 2012

Sterling an exhibitor at the 2012 AICPA Conference on Tax Strategies for the High-Income Individual, Las Vegas, NV.

April 30, 2012

Sterling COO Evan Unzelman a speaker and Sterling a sponsor at Lincoln's Resource Group 2012 Annual Meeting, Las Vegas, NV.

April 24, 2012

Sterling a sponsor at the 2012 Conference on Philanthropy hosted by Advisors in Philanthropy, Rosemont, IL.

April 19, 2012

Sterling Director of National Accounts Scott Schoettlin a speaker and Sterling a sponsor at The Forum 400 2012 Annual Meeting, San Antonio, TX.

January 14, 2012

Sterling a platinum sponsor at the Heckerling Institute on Estate Planning, Orlando, FL.

January 9, 2012

Sterling a sponsor of The 48th Annual Hawaii Tax Institute, Honolulu. HI.

December 5, 2011

Sterling a sponsor of The 48th Annual Conference hosted by the National Association of Estate Planners & Councils, San Antonio, TX.

November 16, 2011

Sterling a sponsor of the AAA-CPA Fall Meeting & Education Conference hosted by the American Association of Attorney-Certified Public Accountants, New York, NY.

November 2, 2011

Sterling COO Evan Unzelman a speaker and Sterling a luncheon sponsor at The 30th Annual Southern California Tax and Estate Planning Forum, San Diego, CA.

October 26, 2011

Sterling a gold sponsor of The 70th NYU Institute on Federal Taxation, New York, NY.

October 23, 2011

Sterling Sales Director Daniel MacDonald a speaker and Sterling a sponsor of The LPL Round Table, Portland, OR.

October 13, 2011

Sterling a sponsor of The Fall 2011 Excell Meeting hosted by Peak Advisor Alliance, Omaha, NE.

October 12, 2011

Sterling an exhibitor at The 46th Annual Southern Federal Tax Institute, Atlanta, GA.

September 19, 2011

Sterling a silver sponsor at The 37th Annual Notre Dame Tax Institute, South Bend, IN.

September 15, 2011

Sterling COO Evan Unzelman a speaker and Sterling a silver sponsor at The Clinic for Advanced Professionals hosted by the Society of Financial Service Professionals, Philadelphia, PA.

August 16, 2011

Sterling Regional Director David Murray a speaker and Sterling a luncheon sponsor of the 2011 Planning for the Generations Symposium hosted by Wealth Counsel, Chicago, IL.

July 20, 2011

Sterling COO Evan Unzelman a speaker and Sterling a silver sponsor at the AICPA Advanced Estate Planning Conference, Boston, MA.

July 18, 2011

Sterling an exhibitor at IMCA, Las Vegas, NV.

May 16, 2011

Sterling COO Evan Unzelman a speaker and Sterling a gold coporate sponsor at the FPA of DFW Financial Planning Spring Symposium, Frisco, TX.

May 13, 2011

Sterling an exhibitor at the American Academy of Estate Planning Attorneys Conference, New Orleans, LA.

May 12, 2011

Sterling COO Evan Unzelman a speaker and Sterling a sponsor at Lincoln's Resource Group Annual Meeting, Las Vegas, NV.

May 3, 2011

Sterling a gold sponsor at the Trust and Estate Law 22nd Annual Spring Symposia hosted by the American Bar Association, Washington, DC.

April 28, 2011

Sterling a sponsor at the Conference on Philanthropy hosted by Advisors in Philanthropy, Rosemont, IL

April 27, 2011

Sterling a sponsor at the Barrier Breaker Workshop hosted by Peak Alliance, Washington, DC.

April 01, 2011

Sterling a sponsor at the Seventh Annual International Estate Planning Institute hosted by The New York Bar Association, New York, NY.

March 24, 2011

The International Forum: Sterling draws highest attended CE Session

January 15, 2011

Sterling COO Evan Unzelman a speaker at The International Forum 2011 Annual Meeting, Phoenix, AZ.

January 15, 2011

Sterling a platinum sponsor at the Heckerling Institute on Estate Planning, Orlando, FL.

January 10, 2011