Community Foundation of Southeast Kansas to Host Forum for Professional Advisors

The Community Foundation of Southeast Kansas (CFSEK) will host the 2023 Estate Planning Forum in the large conference room of The Foundry at Block22 in downtown Pittsburg on Tuesday, June 13.

The fullday Forum, hosted annually in partnership with Foulston Siefkin LLP of Wichita, is open to Southeast Kansas attorneys, CPAs, insurance professionals, and financial advisors. Doors open at 9:30 a.m., and the first session will begin at 10:00 a.m.

Attendees will learn about new developments in the field of estate planning, earn up to six hours of continuingeducation credit, and enjoy a free lunch from Chatters courtesy of CFSEK.

This year’s Forum includes sessions on legal ethics; a comparison of probateavoidance devices;
drafting advice to minimize family disharmony; drafting support and discretionary trusts; and recent developments in estate planning, including the effects of recent changes on charitable
giving. Sessions will be taught by Foulston Siefkin’s Tim O’Sullivan, JD, LLM, and Corey Moomaw, JD, LLM.

The Forum has been approved for 6 hours of CLE credit (including one hour of ethics credit) and 5 hours of insurance CE credit. It also offers a recommended 5 hours of CPE credit for accountants and 5 hours of PACE credit for qualifying financial advisors.

Registration is required for this event. Professional advisors who want to attend the 2023 Estate Planning Forum can register by completing the online form at, emailing j[email protected], or calling
(620) 2318897.


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