The 25th Anniversary Estate and Charitable Gift Planning Institute
Join us for the celebration of the 25th Annual Estate & Charitable Gift Planning Institute, presented live from the Minneapolis Convention Center. This seminar is for attorneys, CPAs, financial planners, and trust officers, and provides continuing education credits for attendees.
Estate Planning is constantly changing. Explore strategies to make sure estate plans stay up to date with client needs and current regulations.
- Current updates on estate and tax law – staying with the times
- Charitable planning for everyone – giving is still better than receiving
- Ethical dilemmas of all planning professionals – staying out of trouble
DATE: Wednesday, September 27, 2017 | 9:15am – 3:30pm
VIEWING LOCATION: Centier Bank Corporate Center, 600 East 84th Avenue, Merrillville, IN, 46410
Lunch and light refreshment will be served.
WHO SHOULD ATTEND?
Attorneys, CPAs, financial planners, investment advisors, bank trust officers, charitable gift planners, other estate planning professionals, and anyone interested in providing and protecting assets to help ensure the financial future of family, self and community.
CLE – is approved for a total of 5 total credits which includes 1 for ethics.
Additional approvals: CFP – 5 hours | CFTP – CTFA 5.75 | – ETH 1.25 | – TAX 1.5 | CPE – 6 total which includes 1 for ethics
For questions contact:
Joan Leech, Director of Development
The Salvation Army Lake County, Indiana, 8225 Columbia, Munster, IN 46321
Phone: 219-838-1328 x 211