Category Archives: Seminars

The Pitfalls for Professionals Writing a Book

Posted on May 17, 2013 by Roger Billings

“Oh that mine adversary had written a book.” Book of Job 31:35 For financial professionals, writing a book is often seen as a means to garnering influence and prestige. A recent post in the Trust Advisor Blog pointed out the … Continue reading →






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Further Reading for Seminar on Celebrity Probates

Posted on September 20, 2011 by Roger Billings

  I gave a seminar today to the Estate and Financial Planning section of the Sacramento CalCPA chapter. Thanks to Bruce Kajiwara for the invitation. Following are the links to further reading on the celebrity probates discussed in the Seminar: … Continue reading →






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Seminar Next Week on Estate Administration for Professionals

Posted on December 9, 2010 by Roger Billings

A reminder that next week I will be presenting at a seminar hosted by NBI entitled “Estate Administration: Why Each Step is Important.” The detailed five page brochure on the seminar is available here.  My topics are Considerations for Collecting Assets, Preparing … Continue reading →






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Seminar Announcement

Posted on November 11, 2010 by Roger Billings

Introducing my new blog.  I hope you like it. I wanted to spread the word that I will be on the faculty of a seminar entitled “Estate Administration Procedures: Why Each Step is Important”, hosted by NBI on December 14, … Continue reading →






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