Heckerling Dinner with Vintage Financial Partners & The Private Trust Company

Join Brian Oettinger, Managing Partner at Vintage Financial Partners, and Dan Allen, President and COO of The Private Trust Company (an affiliate of LPL Financial), for a relaxed dinner during the 61st Heckerling Institute on Estate Planning.

We’re meeting at 6:00 PM on Tuesday, January 12, at Bull & Bear Orlando inside the Waldorf Astoria. It’s an easy Uber ride from the conference and a good chance to slow down, share a meal, and connect with other professionals in the estate-planning world.

Space is limited. Please register to save your seat. This is for industry professionals only. Please contact Brian for an invitation directly at BOettinger@VintageFP.com