Achieving Clients' Charitable Goals in Today's Climate: A Planned Giving Seminar for Professional Advisors

The Foundation for Appalachian Ohio is hosting its annual continuing education seminar for professional advisors on Wednesday, May 7th at the Longaberger Golf Club. Featuring a number of case studies, including the success of the Guernsey County Foundation, the seminar is a wonderful opportunity to network with colleagues and earn continuing education credits while learning more about current developments in planned giving. And golf enthusiasts will be pleased to hear that there will be the opportunity for an afternoon round of golf on the Longaberger's world-class course following the seminar. We look forward to seeing you there!

Speakers: The Foundation is very lucky to have Maribeth Wright, CPA, from Rea & Associates join Bricker & Eckler's Gordon Litt and John Furniss, III as our seminar speakers. For more information about our speakers, please read their full biographies.

Approved Credit Hours:
Accountancy Board of Ohio ~ 5.75 hours
Certified Financial Planner Board of Standards, Inc. ~ 5.25 hours

Ohio Department of Insurance/Thomson Prometric ~ 5 hours
The Supreme Court of Ohio ~ 4.5 hours
Institute of Certified Bankers (CCTS, CRSP, CSOP, CTFA & CISP) ~ 5.75 hours (CTFA: 5.75 = FID:1.50, FP: 1.25 and TAX: 3.00)

To register for a round of golf following the seminar, please call Curtis Burkeen at 740-763-1122. 

Achieving Clients' Charitable Goals in Today's Climate is supported in part through partnerships with Muskingum College and OSU Extension. Please visit our website for a full list of seminar sponsors and partners.

 For more information, including the seminar schedule and golfing details, please visit the Foundation's Professional Advisor Seminar page.

Refund Policy: Refunds will be issued if the cancellation is made 10 or more days prior to the event date. A $10 administrative fee will be withheld and the balance of the fee returned within 45 days of the event date.