Effective Charitable Financial Planning:
Financial Strategies, Client Psychology, and National Trends
Thank you for joining us at our 29th Annual Professional Advisors Seminar! We extend our heartful thanks to all of our generous sponsors, with special appreciation to our Primary Sponsor, Meadows Collier, and our Partner Sponsors: C3 Financial Partners, Frost, Graystone Consulting, and Heritage Auctions.
We also want to thank Dr. Russell James for his engaging presentation. You can find this year’s program and Dr. James’s slides attached to the left.
Continuing Education Certificates
If you’re seeking CLE or CFP credits and provided us with your information, we will report those for you. If you did not provide us with your CLE or CFP information, you may email it to Regan Klinke at [email protected].
Post Seminar Events
SWCF Advisor Roundtables
SWCF Advisor Roundtables provide sponsors and their guests of the Professional
Advisors Seminar a quarterly opportunity to learn and network over lunch.
2024
November 6 – Justin Ward: Philanthropy in Client Conversation: Best Practices and Lessons Learned
2025
January 23 – Advisor Happy Hour
February 26 – Michelle Castro: Estate Planning w/ Fine Art & Collections
May 7 – Kent Weimer: Troublesome Gifts, Ethics and the IRS
Supporting Women Attorneys Network (SWAN)
SWAN connects female attorneys around estate planning and related topics. Every other month, SWAN
provides an opportunity for attendees to learn and network. It is offered at no cost to attendees.
2024
September 26 – Judge Ingrid Warren
November 21 – Kal Grant
2025
January 23 – Advisor Happy Hour
March 27, May 29, July 31, September 18, November 20