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  • Advisors

    04.20.2021| 11:30 am - 1:00 pm

    GiveWisely for Advisors (Part Two)

    GiveWisely for Advisors Spring Virtual CFP, CLE, CPE Course: Topics include charitable fund options, legacy gift planning, values-based giving exercises, and more.

  • Advisors

    05.11.2021| 8:00 am - 10:45 am

    Professional Seminar

    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

Have questions about an upcoming event? Looking to use our event space?

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!

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