Upcoming Seminars

Every year, CICF brings a nationally known expert to speak on an important topic in estate planning, taxation, or charitable giving, as our gift to the professional advisor community.

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UPCOMING seminar:

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

Event description:
Join us for our annual Professional Advisor Seminar. We will welcome nationally renowned speaker Turney Berry, who will discuss providing financial support to “Middle-Rich” clients. This seminar is an excellent networking opportunity, and one of the foremost continuing learning opportunities for professional advisors in Central Indiana.

Who should attend:
The following attendees would find particular insight from the Professional Advisors Seminar:

  • Financial planners
  • Wealth advisors
  • Estate & gift planners
  • Attorneys, particularly those who work in trust and estate planning
  • Others who advise on financial investments or charitable giving

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:
Turney Berry, leader of Wyatt, Tarrant & Combs, LLP Tax, Business & Personal Planning Service Team will present about “Not Too Rich, Not Too Poor: Goldilocks Planning for the Middle–Rich Clients Who Need Our Help.” Planning for clients who are too rich to keep everything and too poor to transfer everything remains an estate planning challenge. These clients typically lack family offices that can help implement and oversee our most complex planning, yet oftentimes, it is just that planning that the client needs. And, of course, the clients need everything else, too – charitable planning, asset protection, retirement plan thinking, preserving the family farm and vacation cabin, and so on. This year’s seminar will discuss intelligent, implementable, and interesting ideas for the Middle-Rich (even if we can’t quite define who they are).

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