Annual Fall Professional Advisor

seminar RSVP

Thursday, Sept. 28, 2017

The Montage at Allison Pointe
8580 Allison Pointe Blvd., Indianapolis, IN 46250

As a gift to the professional advisor community, every year, we bring a nationally known expert to speak on an important topic in estate planning, taxation or charitable giving.

Up to 2 hours of continuing education credits available.

We are thrilled to announce our speaker this year is Turney Berry, partner at Wyatt Tarrant & Combs LLP and nationally recognized leader in the areas of estate and business planning, estate and trust administration, and charitable giving and tax-exempt organizations. Berry will present on business succession planning, including the tax advantages of including charitable giving in business succession planning, as well as any significant new developments in estate planning and/or tax law.

Sign up for our quarterly e-newsletter for advisors to receive an invitation to our seminar. 


ABOUT OUR GUEST SPEAKER

Turney Berry is a nationally recognized leader in the areas of estate and business planning, estate and trust administration, and charitable giving and tax-exempt organizations. He leads his firm’s Trusts, Estates & Personal Planning Service Team and also serves on the firm’s executive committee.

Learn more about Turney Berry here.


REGISTration IS not CURRENTLY open

Please contact Julie Scharlau at juliesc@cicf.org with any questions regarding seminar registrations.


EARN CONTINUING EDUCATION CREDITS

Legal, financial, tax, and insurance professionals will benefit greatly. (Must be present for the entire seminar to earn all credits.)