The Community Foundation of Carroll County, along with the Kuemper Catholic School, New Hope Village, and St. Anthony Foundations, teamed up to sponsor the Professional Advisor Continuing Education Program, in Carroll, Iowa. And, I’m excited to say I’ll be the featured speaker!
Lawyers, accountants, insurance agents, and financial advisors are invited to attend.
- This seminar was approved for 2.0 CE Credits by the Iowa Insurance Division, course #10168.
- This seminar was approved for 2.0 CE Credits by the CFP Board, program #238762.
- Thisevent was approved for 2.0 total hours of Continuing Legal Education (CLE) credit, including .5 hours of ethics. The CLE Activity ID is 257823.
My presentation will include example of tools and concepts advisors can utilize with clients such as the Endow Iowa Tax Credit Program (now available through the Community Foundation of Carroll County).
There is no charge for the lunch or program and all area professional and financial advisors are invited and encouraged to attend! Please RSVP to firstname.lastname@example.org or call Stacey Vonnahme at (712) 794-5287 so the event organizers can prepare adequately for lunch and handout materials.
Who: Professional & financial advisors
Date: Wednesday, May 24, 2017
Time: 10:30 a.m.-1:15 p.m.
Where: St. Francis & Clare Meeting Rooms*, St. Anthony Regional Hospital. Park in the St. Anthony parking garage and take an elevator to the 4th floor of the Surgery Center. (Note: do not enter the main hospital building.) Event hosts will greet you as you exit the elevator.