Join us on Thursday, September 18th at 9:00am EDT, for our annual Estate and Charitable Gift Planning Institutes Virtual Seminar!
This webcast brings together donor advisors to learn the latest on estate planning, the effects that legislation has on charitable donations and how charitable gifts can meet your client's philanthropic goals.
We invite attendees of the following career and professions to attend: attorneys, certified financial planners, accountants, bank trust officers, insurance professionals and other planning officials.
Free Continuing Education Credits Will Be Available
Ralph Bukiewicz - Territorial Commander Dr. Scott Janney - Territorial Director of Gift Planning
Sam Donaldson
Pamela Davidson and Phil Purcell
Charles Slamar Jr.
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Credits Pending