Guiding Clients in Philanthropic Giving

Click titles below for course descriptions:

Top 10 Charitable Ideas
Talking to Clients About Philanthropy

with Nationally-Acclaimed Speaker
Kathryn W. Miree, J.D.

Friday, September 1, 2017

8:00am-8:30am: Registration & Light Breakfast
8:30am-12:00pm: Presentation

L’Auberge Casino Resort
Cypress Room

Registration Fee - $50

This program is for attorneys, accountants & financial advisors.  

Approved CLE of 3.25 hours (J.D.) includes 1 hour of Ethics
Approved Estate Planning & Administration Specialization credit of 3.25 hours
Approved CPE of 3.5 hours (CFP)
CPE documentation for CPAs provided at seminar.

Kathryn W. Miree is President of Kathryn W. Miree & Associates, Inc.  She received her undergraduate degree from Emory University and her law degree from The University of Alabama School of Law.  She spent 15 years in various positions in the Trust Division of AmSouth Bank before joining Sterne, Agee & Leach to establish its trust company and serve as its President & CEO.

Ms. Miree is past president of the National Committee on Planned Giving, the Alabama Planned Giving Council, Estate Planning council of Birmingham, the Alabama Bankers Association Trust Division.  She has also served as an Adjunct Faculty Member at the University of Miami Law School. 

 
Presenting sponsor

Presenting Sponsor

 

Questions?  Please call Debra Vaughan at 337.491.6688 or email dvaughan@foundationswla.org.