Upcoming Seminars

Thursday, Sept. 28, 2017

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

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.

Join us this year for CICF’s professional advisor seminar with 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.

Legal, financial, tax, and insurance professionals are eligible for up to 2.5 hours of continuing education credit (must be present for entire seminar to receive full credit).

SEMINAR AGENDA:

8:00 a.m. | Registration & continental breakfast
8:30 a.m. – 8:45 a.m. | CICF welcome and introduction of Turney Berry
8:45 a.m. – 9:45 a.m. | Nothing Succeeds Like Successful Succession, Turney Berry
9:45 a.m. – 10:00 a.m. | Coffee Break
10:00 a.m. – 11:00 a.m. | Giving the Business . . . to Charity, Turney Berry
11:00 a.m. – 11:30 a.m. | Interactive Panel Discussion on Practical Applications, Case Studies, and Q&A, Turney Berry and local experts: Gina GiaconeHolly Pantzer, and Karin Veatch


REGISTER HERE FOR THE 2017 SEMINAR

Registration deadline is Sept. 22.


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


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.