Professional Advisor Charitable Education Series
January 19, 2022
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.
Save the Date!
Wednesday, January 19, 2022
More information coming soon.
2021 Event Recordings
- Financial Planning Opens Opportunities for Giving with Aaron Sannes
- Wealth Planning Opportunities and Challenges in 2021 with Todd Henningsen
- Charitable Giving with Non-Cash Assets with Gordon Fischer
- 2020 Overview and 2021 Market Outlook with Dave Smith
Interested in other resources? Visit cfneia.org/professionaladvisors to learn more.