Community Foundation co-hosts continuing education seminar
for attorneys, accountants and professional advisors
The Community Foundation will co-host a Continuing Education seminar for attorneys, accountants and financial advisors on Sept. 21 at University of Mary Washington Jepson Alumni Executive Center. The seminar, “Tailoring the Estate Planning Wardrobe: Adapting Traditional Techniques for a Better Fit,” will be held from 10 am to 4:30 pm.
Instructed by Ann B. Burns and Samuel A. Donaldson for the Estate and Charitable Gift Planning Institute, the live presentation via webcast will explore traditional and new planning techniques designed with flexibility to address the new paradigm. Seminar participants can earn up to 6 CFP, CPE, CFTA or CLE continuing education credits.The cost, which includes lunch, is $40. All course materials were developed through the Salvation Army of America.
The Estate and Charitable Gift Planning Institute is celebrating its 23nd year and has become one of the largest and best regarded in the country. Topics that will be discussed include recent tax law development, case law updates, business advice for succession planning, effective charitable strategies and ethical considerations in representing families and their entities.
Host organizations include the foundation, the University of Mary Washington, and the Northern Piedmont Community Foundation.
Event registration and further details, including a full seminar agenda and biographies of the instructors, can be found on the Community Foundation website at www.cfrrr.org or by calling 540 373-9292.