Call us at (866) 705-6681

 

8:30 a.m. to 11:00 a.m.

Advisors CE Seminar and Buffet Breakfast

Quail Valley River Club Boathouse 

 

"The Latest Developments in Charitable Gift Planning"

"Charitable Planning Strategies with Tax Heavy Assets"

"Ten Charitable Planning Mistakes to Avoid"

featuring - Johni Hays, J.D.

Attorney & Vice President

Thompson & Associates

Johnston, Iowa

 

  • 3-Hours of CE Credit for Attorneys, CPAs, CFPs, CTFAs, CLUs and ChFCs
  • Fee: $25.00 - credit cards accepted
  • Call 772-978-5568 for resevations