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.
Allied Professionals Planning Conference
The Community Foundation hosts an annual seminar in December that takes a deeper look into tax and planning issues. The Allied Professionals conference is free to members of the Estate Planning Council of Memphis, Financial Planning Association of Greater Memphis, and the Planned Giving Council of Greater Memphis.
This year's event is December 5, 2018, and is Estate Planning After the Tax Cuts and Jobs Act, featuring Jeremiah W. Doyle, Esq., Senior Vice President, BNY Mellon Wealth Management.
Community Foundation and Planned Giving Council of Greater Memphis seminar
The Community Foundation and Planned Giving Council of Greater Memphis 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 Greater Memphis.
This year's event was on May 4, 2018, and was The Latest Developments In Charitable Planning & IRA Wins Oscar: Best Tax Performance in Deferred Gifts, featuring Johni Hays, J.D., Senior Vice President, Thompson & Associates.
Cannon Financial Institute Teleconference Series
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. Learn more.
Presented by Allied Professionals organizations:
Community Foundation of Greater Memphis
Estate Planning Council of Memphis
Financial Planning Association of Greater Memphis
Planned Giving Council of Greater Memphis
This seminar is free to members of any of the Allied Professionals presenting organizations listed above.
Registration fee for nonmembers is $150 through Friday, November 30. Registration fee after November 30 is $200.
Advance registration recommended.