Join us for a free continuing education seminar for attorneys, financial advisors, accountants, and tax professionals.
A Timely Seminar for Today’s Estate Planning Landscape
Truman Heartland Community Foundation is proud to host our Spring 2025 Professional Advisor Seminar. This complimentary CE-eligible event will provide practical strategies and thoughtful insights into probate avoidance, trust administration, and charitable giving—delivered by a leading expert in the field.
📅 Event Details
- Date: Thursday, May 15, 2025
- Time: 9:00 – 12:00 p.m. (CT)
Check-in & light refreshments begin at 8:30 a.m. - Location:
Midwest Public Risk
19400 E Valley View Pkwy, Independence, MO 64055
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CONTINUING EDUCATION CREDIT:
- CFP Board | Program ID: 336404 | CE Credit: 3.0 hours
- Missouri Bar CLE | Program: 767441 | CLE Credit: 3.3 hours
Learning Objectives
1) Thorough overview of the probate process and identify numerous potential probate avoidance techniques
2) Review of the revocable trust (post-death) administration process
3) Discussion of charitable giving for income and estate tax planning
4) Extensive question and answer session
Why Advisors Attend Our Seminars
✔️ Free CE Credits
✔️ Practical, Real-World Advice
✔️ Trusted Expertise in Charitable and Estate Planning
Secure Your Seat Today
This seminar is free to attend, but space is limited. Don’t miss the opportunity to learn from a top expert and gain valuable CE credits.
📩 For questions, contact Cole Eason, info@thcf.org