Charitable planning CE event

Join us for a Super CE Event designed specifically for financial advisors—an opportunity to complete your continuing education requirements while gaining practical strategies you can bring back to your clients.With the support of Four County Community Foundation, this event will combine continuing education with actionable conversations around charitable giving, tax-efficient planning, and community impact.Attendees will learn about:Qualified Charitable Distributions (QCDs)Charitable Remainder Trusts (CRTs)Donor-Advised Funds (DAFs)Impact investing and strategic philanthropyIdentifying clients who may benefit from charitable planningHow community foundations can work alongside financial advisorsCreating tax-efficient strategies that align a client’s wealth, goals, and valuesFour County Community Foundation will also share insight into its mission, the individuals and families it serves, the types of donors and charitable opportunities it works with, and ways financial professionals can collaborate with the foundation.One event. Your CE requirements. Practical strategies. Greater community impact.Space is limited—complete the registration form below to reserve your seat.