- CLE: Attorney
- CPE: Accountant
- CE: Applicable State Life Insurance
- CEP: Certified Real Estate Planner
- CLU: Chartered Life Underwriter
Events
Join us for the 2024 Red Shield Symposium on September 26th, our annual estate and charitable gift planning institute!
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 can meet your client's philanthropic goals.
We invite attendees of the following career and professions to attend: attorneys, certified financial planners, accountants, bank trust officers, and other planning officials.
The Symposium has six (6.0)+ hours of continuing education credit, including one and a half (1.5) hours of ethics credit pending for the following certifications:
- CFP: Certified Financial Planner
- ChFC: Chartered Financial Consultant
- CFTA: Certified Trust and Fiduciary Advisor
- CAP: Chartered Advisor in Philanthropy
Sessions will be led by Professor Samuel A. Donaldson, Georgia State University, Pamela J. Davidson, JD of Davidson Gift Design, and Phil Purcell, JS of The Salvation Army Central Territory. Please scroll below for more information about the symposium speakers.
You can attend online, but we invite you to join us in-person at events planned by the philanthropy teams of The Midland Division Salvation Army in the following cities:
Symposium Speakers
Prof. Samuel A. Donaldson Georgia State University, College of Law
Pamela J. Davidson, JD President of Davidson Gift Design
Philip M. Purcell, JD/MPA Director of Planned Giving, The Salvation Army Central Territory
For more information, please reach out to Mike Towers, Director of Gift and Estate Planning. We can't wait to see you at this year's Salvation Army Red Shield Symposium!
**Continuing education credits offered for licenses in these states: Alabama, Arkansas, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, New Hampshire, New Jersey, New York, Nebraska, North Carolina, North Dakota, Ohio, Oklahoma, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Vermont, Virginia, Washington D.C., West Virginia, and Wisconsin. Residents of these states can attend virtually or drive to a state with a live broadcast site. For a list of live broadcast sites, please contact Phil Purcell at (847) 372-1805 or phil.purcell@usc.salvationarmy.org.