Events
The Red Shield Symposium is an in-person webcast focusing on bringing together donor advisors to learn the latest on estate planning, the effects that legislation has on charitable donations and how The Salvation Army will meet your clients’ philanthropic goals.
Five (5.0) hours of continuing education credit, including one (1.0) hour of ethics credit pending for the following certifications: Attorney (CLE), Accountant (CPE), Applicable state Life Insurance (CE), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Certified Trust and Fiduciary Advisor (CTFA), Chartered Advisor in Philanthropy (CAP) and Certified Financial Planner (CFP). Note: For CFP, the one hour of ethics instruction will count for CFP general credit and not CFP ethics credit. No partial credits will be offered.
Wednesday, September 27, 2023
8:30AM CT/9:30AM ET to 3:30 p.m. CT/4:30PM ET
Featured National Speakers:
Professor Samuel A. Donaldson, Georgia State University
Pamela J. Davidson, JD, Davidson Gift Design
Phil Purcell, JD, The Salvation Army Central Territory
WHO SHOULD ATTEND?
Attorneys • Certified Financial Planners • Accountants
Bank Trust Officers • Other Planning Professionals
This is a virtual event, there is no in-person location.