Continuing Education

Registration has closed. This event is filled to capacity. Please mark your calendar for Nov. 29 for the next continuing education event co-sponsored by the Community Foundation: the Allied Professionals Planning Conference.

Creative Charitable Planning
with Non-cash Assets

How would you help a client donate a painting, partnership, or beach house to charity? Learn more about these and other non-cash assets.

 Tuesday, May 1

Featuring Bryan K. Clontz, CFP®, CLU, ChFC, CAP, AEP

Racquet Club of Memphis - Walnut Room
5111 Sanderlin
8-8:30 a.m. - check-in for pre-registered attendees
(Registration is closed to new attendees.)
8:30-10:30 - presentation

Sponsors will apply for:

• CLE 2.00 Tennessee, Arkansas and Mississippi
• CPE 2.00 Specialized Knowledge and Applications
• CFP 2.00
• CTFA 2.00
• CEU
• Tennessee Department of Commerce and Insurance continuing education
• Mississippi Insurance Department continuing education
  

Delivery method: Group-live
Program level: Basic
Prerequisites: None required
Advance preparation: No advance preparation required
Who should attend? Attorneys, CPAs, financial planners and advisors, trust officers, and nonprofit fundraising and development staff.

The Community Foundation of Greater Memphis is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of contiuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashvile, TN 37219-2417. Website; www.nasba.org