Attorneys, accountants, financial planners and advisors, trust officers, and insurance professionals have the opportunity to gain continuing education credit through courses offered by the Community Foundation. Email (fhorrell [at] cfgm [dot] org) Director of Professional Advisor Development Frank Horrell, CPA, CFP® or call him at (901) 722-0027 for more information.
The Community Foundation hosts an annual seminar in December that takes a deeper look into tax and planning issues. This seminar is free for members of the Estate Planning Council of Memphis, Financial Planning Association of Greater Memphis, or the Planned Giving Council of the Mid-South.
The 2019 event, Current Estate and Charitable Planning Issues and Strategies, including Upstream Planning and Planning to Maximize Income Tax Basis, is December 4 and will feature Turney P. Berry of Wyatt Tarrant & Combs LLP.
The Community Foundation and Planned Giving Council of the Mid-South co-host an annual seminar in the spring that addresses planned giving issues faced by professional advisors. The seminar includes discounted admission for members of the Planned Giving Council of the Mid-South.
The Community Foundation, along with co-sponsors Raymond James & Associates, Inc. and Raymond James Trust, present monthly teleconferences on estate planning through the Cannon Financial Institute. Cannon is the premier provider of professional development solutions for the world's top financial organizations. There is no cost to participate in the series.
Email (fhorrell [at] cfgm [dot] org) Director of Professional Advisor Development Frank B. Horrell, CPA, CFP® or call him at (901) 722-0027 for more information. Click below for the 2019 Cannon Estate Planning Teleconference Series schedule.
Each call is held monthly on a Tuesday from 12:00-1:30 p.m. Topics are chosen through client interest, feedback, and leading industry trends. Time is reserved at the beginning of each call for the most current legislative changes impacting the audience and their clients. Speakers provide commentary and debate over the use of complex financial and legal strategies to best serve their high net worth client.