03.10.2021| 11:30 am - 1:00 pm
GiveWisely for Advisors Spring Virtual CFP, CLE, CPE Course: Topics include charitable fund options, legacy gift planning, values-based giving exercises, and more.
04.20.2021| 11:30 am - 1:00 pm
05.11.2021| 8:00 am - 10:45 am
Join us for our 2021 CFT/SMU Professional Seminar!
The topic, "Roots and Wings - Structuring Trusts to Give Beneficiaries a Chance at Success, Despite Inheriting Money," will be presented by Amy K. Kanyuk, Esq. of McDonald & Kanyuk, PLLC
CE Credits: CFP/CPE/MCLE 2.0 hour credit
Melissa Hardage is available to answer questions about upcoming events. Lisa Causey or Amy Jones can answer questions about our event space. Our team is here to help!