High-Net-Worth Giving Trends and Policy Issues Surrounding Philanthropy and Charitable Planning

High-Net-Worth Giving Trends and Policy Issues Surrounding Philanthropy and Charitable Planning

Una Osili ,  Indiana University

1.0 CLE General Credit approved.  1.0 CFP CE approved. 

CPA CPE attendance certificates provided.

Thank you to our sponsor

7:15 a.m. full breakfast buffet
7:45 a.m. announcements, estate planning update, sponsor message
8:00 - 9:00 a.m. program 

MCLE PCAM # 569410

Please note: all registrations must be paid in advance. Cancellation with refund is available until 10:00 a.m. four business days in advance.  After deadline, you may request to transfer of your registration to another individual by emailing dpcepc@navandassoc.com.