Professional Advisors

Upcoming Seminars

Want to serve your clients better? Truman Heartland Community Foundation CE is always free, fun and informative. 

Fall 2018 Seminar:

Wednesday, November 28 from 8:30 a.m. – 11:30 a.m.

Location: Midwest Public Risk, 19400 East Valley View Parkway, Independence, MO 64055

Finanical Exploitation of Older Adults

8:30 a.m. – 10:30 a.m.

Presenter: Kathy Greenlee J.D., Center for Practical Bioethics

By 2020 persons over the age of 65 will be 20% of our Eastern Jackson County population, up from 12% in 2013. Are you ready for the challenges of best serving your older adult clients? Identifying financial exploitation among your clients and knowing the ethical way to deal with these situations is quickly becoming an important skillset every advisor needs to possess.

Case Studies from the Field, a panel discussion

Well-Timed Charitable Discussions

10:30 a.m. - 11:30 a.m.

Presenter: Phil Hanson, President and CEO, Truman Heartland Community Foundation

Uncovering your clients’ charitable aspirations may be at the bottom of your to do list when trying to address all of their needs. However, research shows that there are triggering life events and milestones in your clients’ lives that embed charitable desires for life and legacy in their hearts. Including charitable planning in your practice can lead to a closer clients relationships and a more rewarding client experience.

Continuing Education:

  • Missouri Life/Health Insurance: 1 hours approved
  • Missouri Insurance Ethics: 2 hours approved
  • Missouri CLE: 3 hours approved
  • CFP: 3 hour approved


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