Please Save the Date
The Salvation Army will once again sponsor the
The 24rd Annual
Estate & Charitable
Gift Planning Institute
"Tailoring the Estate Planning Wardrobe"
Wednesday, September 21, 2016
Broadcast live from Minneapolis
to a Location Near You
MCLE, CLE, CPE, CFP and CTFA continuing education credits will be earned for attending. Credit hours will vary for Illinois and Iowa and will be announced at a later date as they become available. In the past, the seminar was approved for approximately 5-6 Continuing Education Credit hours including 1 hour of ethics.
2016 Seminar Speakers:
Gray, Plant, Moot
Georgia State University
"The Annual Estate Planning Check-Up" -
Is your client’s estate
plan healthy enough to
pass its annual exam?
Explore strategies to make sure estate
plans stay up to date with client needs
and current regulations
- Review recent developments in federal tax laws
- Analyze case studies exploring ethical issues that impact both attorney obligations and client representation
- Identify key topics to review annually to maintain estate plan health