Annual Continuing Education Seminar

For Financial Advisors, Attorneys, and CPAs

This year’s topic is:

LEVERAGING CHARITABLE PLANNING TRENDS AND TACTICS TO CREATE SUSTAINABLE COMMUNITY IMPACT

by CARLO LAURORE, CFP, Chfc, clu, ricp, aep, cfre cap

 
 
 

Carlo is the Senior Vice President of Development, Scouting America and Executive Director, National Boy Scouts of America Foundation. In his role, he leverages his decade of experience in the financial services industry to inform major gift and endowment strategies.

Friday, September 27, 2024

8:00 aM - noon

L’auberge Casino resorT lake charles

• Approved CE of 4 HOURS (Certified Financial Planners)

• CPE documentation for CPAs will be provided

• Approved CLE of 3.5 hours (Attorneys)

• Approved for 3.5 hours of Estate Planning and Administration CLE credit (Attorneys)

• Approved for 3.5 hours of Tax Law CLE credit (Attorneys)

• Approved for 1 hour of Ethics (Attorneys)

 
Register

SPONSORED BY: