Professional Advisors
We Provide Complimentary Continuing Education Seminars for Professional Advisors
At Truman Heartland, we are passionate about connecting professional advisors with the expertise they need to provide excellent service to their clients. We help advisors to better support their charitably minded clients, to help them build the legacy they are meant to.
Our Advisor Seminar Series
We are passionate about connecting professional advisors with expertise in charitable giving. Reach out at any time to learn more about attending or presenting. Cole Eason at Eason@thcf.org.
| Year | Season | Advisor Seminar Topics | Presenter |
|---|---|---|---|
| 2025 | Fall | Unpacking the One Big Beautiful Bill Act for Individuals and Businesses | Jenna Hauschild, CPA & Emma Cornell, CPA |
| 2025 | Spring | MY ESTATE PLANNING ERA: KISS in 2025 | Can we keep it simple (why do I feel so) stupid? | Melinda "Mindy" Ward, JD |
| 2024 | Spring | Leaving a Legacy: Donor Advised Funds and Private Foundations -And- You’ve Been Served: Top Ten Questions a Beneficiary and Their Advisors Should Ask When Receiving an Inheritance Where Litigation Is Involved | Joseph D. Growney, JD, and Justin Whitney, JD |
| 2024 | Fall | Navigating the Estate Planning Maze: Strategies for Today's Advisors | Brandon Oldham, JD |
| 2023 | Spring | Avoiding Probate in Life and Death -and- A Practical Overview of Trust Administration | Polly Bartle Blomquist, JD |
| 2023 | Fall | Estate and Charitable Gift Planning with Retirement Assets and Closely Held Businesses | Joseph D. Growney, JD, and Justin Whitney, JD |
| 2022 | Spring | Fundamentals of Estate Planning and Probate | Mindy Ward, JD |
| 2022 | Fall | 2022 Tax Update: A Practical Overview of the Latest Legislation Changes | Jenna Hauschild, CPA, and Jessica Kinnard, CPA |
| 2021 | Spring | Donor Advised Funds: The Swiss Army Knife of Charitable Planning | Bryan Clontz, Ph.D., CFP®, CAP® |
| 2021 | Fall | Charitable Gift Planning in 2021: Options and Strategies to Achieve Your Client’s Giving Goals | Joseph D. Growney, JD, and Ruth J. Brackney, JD |
| 2020 | Spring | The New Rules: The SECURE Act, CARES Act and Charitable Giving | Mike Martin |
| 2020 | Spring | Donor Advised Friend or Foe in Legacy Planning | Phil Hanson, THCF CEO |
| 2020 | Fall | Business Succession Planning: Options for Your Small Business Client and How to Get Them There | Andrew S. Felker, JD |
| 2019 | Spring | Practice Planned Giving in a World of Little or No Estate Tax | Scott Blakesley |
| 2019 | Fall | Make Your Charitable Estate Plan Great Again | Chris Hoyt |
| 2018 | Spring | Tax Reform…Will Behaviors Change? | Mike Martin and Beverly Powell |
| 2018 | Fall | Financial Exploitation of Older Adults | Kathy Greenlee, Polly Bartle-Blomquist, Dennis Fowler, Dyan Zimmerman |
| 2018 | Fall | Well-Timed charitable Discussions | Phil Hanson, THCF CEO |
| 2017 | Spring | Helping Your Clients with their Charitable Planning Options | Scott Blakesley |
| 2017 | Fall | Broaden Your Client Relationships - When to Use Scholarship Funds and Donor Advised Funds with Clients | Phil Hanson |
| 2017 | Fall | Charitable Planning with Life Insurance | Rick Henks |
| 2016 | Spring | Deepening Client Relationships - When to use Donor Advised Funds with Clients | Phil Hanson, THCF CEO |
| 2016 | Spring | Transfers of Business to Charity | Bunk Farrington |
| 2016 | Fall | Ethics for the Professional | Mike Martin |
| 2016 | Fall | The Benefits of Charitable Gift Planning - When to use planned giving vehicles with clients | Phil Hanson, THCF CEO |
| 2015 | Spring | Deepening Client Relationships - When to use Donor Advised Funds with Clients | Phil Hanson, THCF CEO |
| 2015 | Spring | Ethics for the Financial Advisor | Stan Salva |
| 2014 | Spring | Charitable Estate Planning - Not just for the rich and famous | Scott Blakesley |
| 2014 | Fall | The Leverage of Life Insurance in Combination with Charitable Giving | Rick Henks |
| 2011 | Spring | Charitable Giving Under the New Law | Mike Martin |
| 2011 | Fall | Win-Win-Win with Charitable Giving: Helping Your Clients Help Charity while Retaining Assets and Relationships with your Clients | Doug Hammer |
| 2011 | Fall | Year End Giving | Phil Hanson, THCF CEO |
| 2010 | Spring | Life Success System that Never Fails | Bill Regan |
| 2009 | Fall | Charitable Planning with Life Insurance | Rick Henks |
| 2009 | Fall | Ethical Considerations and Changing Technology | Mindy Ward, Partner at Spencer Fane |
| 2005 | Spring | Children and Charity | Crescendo Webcast |
| 2005 | Fall | Children and Charity | Crescendo Webcast |
Questions?
Cole Eason is here to help; email or call 816-912-4182.