Forum For Professional Financial Advisors On June 23


Community Foundation of Southeast Kansas to Host Forum for Professional Advisors


The Community Foundation of Southeast Kansas (CFSEK) will host the 2022 Estate Planning Forum at Crestwood Country Club in Pittsburg starting at 9:30 a.m. on Thursday, June 23.


The full-day Forum, hosted annually in partnership with Foulston Siefkin LLP of Wichita, is open to Southeast Kansas attorneys, CPAs, insurance professionals, and financial advisors.


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


This year’s Forum includes sessions on legal ethics; estate planning for clients with health concerns or disabilities; strategies for asset protection and to reduce income taxes; and an update on recent legislative, judicial, and regulatory developments at the state and federal levels. Sessions will be taught by Kathleen J. Selzler Lippert, JD, of the Office of the Disciplinary Administrator; and 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.


Space will be limited, so professional advisors who want to attend the 2022 Estate Planning Forum must register by completing the online form at SoutheastKansas.org/forum2022/,
emailing [email protected], or calling (620) 231-8897.
***

Leave a Reply

Your email address will not be published.