The Community Foundation of West Georgia (CFWG) is excited to announce a free Continuing Education (CE) Workshop tailored for professional advisors, taking place on Tuesday, September 24th, 2024, at 8:30 AM. This exclusive event will be held at Carroll EMC and is designed to provide estate planning attorneys, certified public accountants, certified financial planners, bank trust officers, insurance agents, chartered financial consultants, and other professional advisors with valuable insights to enhance their charitable planning knowledge and build their private client practices.
The workshop will focus on the essential topic of Ethics and Donor Advised Funds, offering a deep dive into how these funds can be utilized effectively within philanthropy. This session is presented in partnership with Mason Investment Advisory Services, ensuring participants receive top-tier content and expert guidance.
“We are thrilled to offer this workshop to the financial advisory community,” said Kim Jones, President of the Community Foundation of West Georgia. “Our aim is to empower advisors with the knowledge and tools they need to support their clients in making impactful charitable decisions, while also fostering a network of professionals who are committed to strengthening our community.”
Date: Tuesday, September 24th, 2024
Time: 8:30 AM – 11:30 AM
Location: The Robert D. Tisinger Community Center at Carroll EMC
Register Online Now – Click Here
CE Credits: 2 hours for Chartered Financial Consultants (ChFC®), CPAs, Bank Trust Officers, Certified Financial Planners, Attorneys and Insurance Agents.
Attendees will not only gain insights into donor advised funds and ethical considerations but also have the opportunity to network with other professionals in their field, exchange ideas, and build relationships that can enhance their practices. In addition to the educational content, attendees will also earn continuing education credits, essential to maintaining professional expertise.
For more information or to register, please visit cfwg.net or contact Cindy Sanders, Manager of Communications & Partnerships at [email protected].
About the Community Foundation of West Georgia
The Community Foundation of West Georgia works to strengthen our communities by supporting local nonprofit organizations, encouraging philanthropic giving, and addressing critical needs in our region. Through partnerships with individuals, businesses, and advisors, we help create lasting positive change in West Georgia.
