Want to Serve Your Clients Better?
Truman Heartland Community Foundation CE is always free, fun and informative.
Fall 2017 Professional Advisor Seminar
Tuesday, November 28, 2017 | 8:30 a.m. - 11:30 a.m.
Location: Midwest Public Risk, 19400 East Valley Parkway, Independence, MO 64055
Broaden Your Client Relationships - When to Use Scholarship Funds and Donor Advised Funds with Clients.
Charitable gift planning is often an overlooked part of professional advising that can benefit both your clients and your business tremendously. But when is the right time to utilize these gifting vehicles. Join us for an in-depth look at scholarships and donor-advised funds with real life case studies and illustrations with President and CEO of Truman Heartland Community Foundation Phillip Hanson, MPA.
Missouri Life / Health Insurance CE - 2 hours approved
Missouri CLE - 2 hours approved
CFP - 2 hours approved
The Leverage of Life Insurance
The combination of charitable intent and life insurance make for an extremely effective and powerful combination. Where does an advisor begin in looking at approaching this subject with a client? What do you need to bring to the attention of a client? Rick Henks, a past recipient of the Paul M. Thomson Professional Advisor of the Year award, will answer these questions and more as he shares his years of experiences and case studies from his career as a financial advisor.
Missouri Life / Health Insurance CE - 1 hour (pending approval)
Missouri CLE - 1 hours approved
CFP - 1 hour approved