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 Managing Director of Philanthropic Services Caroline Kuebler or call her at (901) 722-0036 for more information.
CoNTinuing Education seminar
The Community Foundation and the 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 2023 event on May 10 was A Family Story, Cultural Competency, and Planned Giving: What Every Advisor Should Know featuring Aquanetta Betts, JD, CAP ®, AEP ®, CFRE.
Allied Professionals Planning Conference
The Community Foundation hosts an annual seminar in December that takes a deeper look into tax and planning issues. The 2022 event on December 6 was Estate Planning Update in Light of the Mid-Term Elections featuring Steve R. Akers.