All professional advisors in the region are invited to attend the annual Estate & Charitable Gift Planning Institute on Wednesday, September 27, 2017.
CFGC will again be hosting a telecast in our conference room at 520 W. Illinois Avenue in Morris. Free Continuing Education Units are available for attorneys, CPAs, financial planners, and others.
2017 theme – “The Silver Anniversary – Renewing Your Estate Planning Vows”
- Something Borrowed, Something Blue: Recent Developments in the Federal Tax Laws
- I do! I do! A Planner’s Guide to Ethical Dilemmas Estate & Charitable Planners Face
- Engaging Your Client in the Charitable Conversation
We’ll have coffee at 9:00 am; first session begins at 9:30 am and the event ends at 3:30 pm. A full day’s attendance is required for CEUs.
This event is free to attend courtesy of the Community Foundation of Grundy County.
Please RSVP to [email protected] or 815-941-0852