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Provider: Non-Profit Services
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C82064
Non-Profit Services
Credits
1.0
Content Area
Products and Practice
Description

This program will review a varied menu of topics, which in the author’s subjective view, are important, relevant, technical, practical, and/or thought-provoking to estate planning professionals including attorneys, accountants, trust officers, financial advisors, and philanthropic advisors.

Topic(s)
Financial Planning
Generational Planning
Investment Planning
Tax
Credits
1.0
Format
In-person seminar/event
Live webinar/online presentation
Other Professional Designations
CFP
Insurance
Complexity
Advanced
Content Area
Products and Practice
Course Date
Scheduled Date
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C82047
Non-Profit Services
Credits
1.0
Content Area
Products and Practice
Description

Today’s panel brings together leaders from three local community foundations—Omaha Community Foundation, Nebraska Community Foundation, and Lincoln Community Foundation—to explore how philanthropy is evolving in our communities. Our conversation will focus on three key areas:
● Supporting Our Communities Through Policy and Funding Changes
● Engaging the Next Generation of Donors
● Looking Ahead – The Future of Philanthropy

Topic(s)
Generational Planning
Investment Planning
Credits
1.0
Format
In-person seminar/event
Other Professional Designations
CFP
Complexity
Advanced
Content Area
Products and Practice
Course Date
Scheduled Date
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Four Strategies for Managing Concentrated Stock

C80942
Non-Profit Services
Credits
1.0
Content Area
Products and Practice
Topic(s)
Investment Advisory Services
Investment Planning
Credits
1.0
Format
In-person seminar/event
Other Professional Designations
CFP
Insurance
Complexity
Intermediate
Content Area
Products and Practice
Course Date
Scheduled Date
C82135
Non-Profit Services
Credits
5.0
Content Area
Products and Practice
Description

This meeting offers a full day of continuing education relevant for all financial planners including investment advisors, financial planners, estate planning attorneys and accountants, etc.

Topic(s)
Business Continuity Plans/Succession Plans
Investment Planning
Tax
Credits
5.0
Format
In-person seminar/event
Live webinar/online presentation
Other Professional Designations
CFP
Insurance
Complexity
Intermediate
Content Area
Products and Practice
Course Date
Scheduled Date
View Course