Professional Advisor Continuing Education Workshop: Charitable Planning 2022
November 4 @ 8:30 am - 12:15 pmFree
Laura Hansen Dean, JD, recognized as one of the most experienced and knowledgeable charitable gift planners in the United States, will be in Warsaw, Indiana Friday November 4th to present Charitable Gift Planning 2022.
Only 60 spots are available for this special event! Sign up soon. Use the RSVP form below.
This three hour continuing education opportunity will cover the following topics that will be helpful for Attorneys, Certified Public Accountants and Certified Financial Planners as you work with your clients, especially those with wealth:
Exploring Interest in Charitable Giving as Part of Lifetime and Estate Planning With Clients, How the Community Foundation Can Help You, Best Giving Options in Year End 2022 Planning, and a half hour discussion of Ethical Considerations, using two interesting Case Studies.
3.5 hours of credit for Certified Financial Planners have been approved. | 3.0 hours of CLE credits have been approved for attorneys, including .5 ethics credit