15th Yale Richards Professional Educational Seminar (Omaha)

Russell James III, Ph.D., J.D., CFP®
Top 10 charitable financial planning strategies for advisors: Helping your clients and your business with charitable planning

Inside the mind of the planned giving donor: What neuroimaging and experimental research reveal about donor motivations

Tim Weidman
Ethics in the Digital Age — Protecting Client Confidentiality and Professional Trust

CONTINUING ED CREDITS
CPE (Accountants) – 4 hours, includes 1 hour Ethics

CLE (Attorneys) – 4 hours, includes 1 hour Ethics

CE (Insurance) – 4 hours Life, 1 hour Ethics

CFP (Financial Planners) – 4 hours, includes 1 hour Ethics

CAP (Recertification) – 5 hours

For more info. and to register: https://fundraise.givesmart.com/e/PytjPA?vid=1t9u95