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Her topics about inheritance include:
Susan Eisen as guest speaker at the El Paso Estate
Planning Council Meeting speaking about “Estate
Appraisals and How to Help Your Clients Avoid a
Family Inheritance Battle After They Die”.
Susan Eisen as a special invited guest with Colleen
Marusich of the Wealth Management Group of
Weststar Bank giving a private talk on heirloom
collections, how to divide them equally during heir
distribution, how to make a With Love List to help
with inheritances, and how to make provisions in
your will on how to distribute jewelry, art, and coins
upon your death. Each attendee received a complimentary
copy of Ms. Eisen’s book along with the workbook to
complete to start taking charge of their estate.
Susan Eisen speaking to New Mexico State
Universities Women’s Estate Planning Conference
Graduation Celebration, 2015.
Speaking to an El Paso organization
about making a “With Love List” before
Susan Eisen chosen to present her research project on Gemology vs. Appraising at the Gemological Institute of America Symposium to 700 leading gemologists from around the world.
Susan speaking to the UTEP graduating seniors in the Accounting
Department on Ethics in the Jewelry Business. – November 2014.
Susan Eisen speaking to UTEP Art Metals Seniors on setting up a
jewelry business for the future. – March 2014.
Susan Eisen, author and inheritance advisor, participating
in a panel discussion with Lawrence Katzenstein, Tax and
Estate Planning expert and others on “Estate Planning and
Charitable Donations to Museums and Public Institutions”
sponsored by the El Paso Chapter of the Federal Bar Association
in August of 2012 at the El Paso Museum of Art.
What are the issues of ethics in business? Lots of questions from UTEP students during her lecture to them.
Graduating accounting students at UTEP listening to Susan Eisen sharing her thoughts on ethics in business.
Susan Eisen leading a roundtable discussion group on appraisals at the
Texas Jewelers Association Conference.
Susan Eisen speaking at the seminar on business for artists
at the El Paso Museum of Art.
As a member of the board of directors of the
El Paso Estate Planning Council, Susan Eisen
was chosen to give the commentary before the
speaker on current estate planning issues to
the group which consists of estate attorneys,
CPA’s, trust officers, and estate planning
professionals at their October 2013 meeting.
The group meets regularly to hear pertinent
information regarding estate tax, new IRS laws
and regulations, and current trends in estate planning.
Susan Eisen leading a roundtable discussion group on
appraisals at the Texas Jewelers Association Conference.
Susan Eisen was invited to speak to the graduating master's business class at UTEP on the subject of dealing with ethics in business and how her business follows the standards and ethics she has created for her company to follow.
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