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)