Thursday, Oct. 24, 8:30 a.m. – 12:30 p.m.
FREE for all attendees
The Montage (8580 Allison Pointe Blvd, Indianapolis, IN 46250)

Event description:

Join us for our annual Professional Advisor Seminar. This seminar is an excellent networking opportunity and one of the foremost continuing learning opportunities for professional advisors in Central Indiana. During this refreshed event, participants will hear from two speakers and engage in an interactive portion of the presentation.

This year, we are welcoming nationally renowned keynote speaker Phyllis Silverstein, who is a wealth and fiduciary senior manager, executive director with Wells Fargo Bank Wealth & Investment Management division located in Atlanta, Georgia. Ms. Silverstein leads a team of experienced fiduciary professionals that provide comprehensive trust services with specialized knowledge in the areas of legacy planning, corporate trusteeship, taxation, law, accounting, estate planning and risk mitigation.

In addition, we will be joined by local speaker Pamela Jones Davidson, J.D. Ms. Davidson has spoken across Indiana and the nation on gift planning, known for her clear, motivational approach that helps individuals, families, and charities give wisely.

Continuing education

2.5 hours of continuing education credits have been requested in the following professional categories:
CLE (Attorneys)
CE (Insurance )
CPE (CPAs)
CFP (Financial Planners)
What you will learn:

Agenda:

8:30 – 9 a.m. Registration
9 – 9:30 a.m. Light breakfast buffet and networking
9:30 – 9:50 a.m. Charitable planning update provided by CICF
9:50 – 10 a.m. Break
10 – 11:10 a.m. Presentation from Turney P. Berry
11:10 – 11:20 a.m. Break
11:20 a.m. – 12:30 p.m. Turney Presentation continues followed by Q&A

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Please contact Brandon Stover at BrandonS@cicf.org with any questions regarding seminar registrations.