Continuing Education Seminar for Professional Advisors - Renew Your Estate Planning “Vows”
August 14, 2017
Renew Your Estate Planning "Vows" - Continuing Education Seminar for Professional Advisors
On September 27th, The Community Foundation of the Rappahannock River Region and the University of Mary Washington are co-hosting a Continuing Education Seminar for attorneys, accountants and financial advisors entitled Renewing Your Estate Planning Vows - Celebrating the 25th Anniversary of the Annual Estate and Charitable Gift Planning Institute
This live presentation via webcast offers up to 6 continuing education credits, for just $45 – and includes lunch! Sponsored nationally by the Salvation Army Northern Division, the Estate and Charitable Gift Planning Institute is in its 25th year and has become one of the largest, and best regarded, in the country.
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
Who Should Attend?
Anyone interested in providing and protecting assets to help ensure the future of individuals, families and our community. Attorneys, CPAs, financial planners, certified life underwriters, investment advisors, bank trust officers, charitable gift planners, and other estate planning professionals.
September 27, 2017
10:00 am - 4:30 pm
Coffee and Networking at 10:00 am
Presentation begins at 10:30 am
University of Mary Washington
Jepson Alumni Executive Center
1119 Hanover Street
Fredericksburg, Virginia 22401
$45.00 (Includes lunch)
Click here to register.
Click here for biographies on instructors Ann Burns and Sam Donaldson.
Click here for a complete Agenda.
For more information contact:
Lisa Biever, Director of Donor Services
The Community Foundation of the Rappahannock River Region
firstname.lastname@example.org, 540 373-9292