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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