Professional Advisor Charitable Education Series
April 28, 2021
The Community Foundation of Northeast Iowa is excited to offer a series of four complimentary charitable continuing education events for professional advisors around topics that will help better serve clients. We invite you to join other engaged advisors in conversations that help enrich our communities.
2020 Overview and 2021 Market Outlook with Dave Smith, CFA, Managing Director, Marquette Associates
Wednesday, April 28, 12-1 pm
Charitable Giving with Non-Cash Assets with Gordon Fischer
Join Gordon Fischer of Gordon Fischer Law Firm, P.C. to discuss the pros and cons of utilizing five different non-cash gifts for charitable giving.
Topics and speakers to be determined. All events will be held via Zoom at this time.
June 16, 12-1 pm
October 20, 12-1 pm
Interested in other resources? Visit cfneia.org/professionaladvisors to learn more.