The Red Shield Symposium
Schedule
Thu Sep 26 2024 at 08:00 am to 04:00 pm
Location
824 Union Rd, St. Louis, MO 63123 | Southhampton, MO
Advertisement
Join us for the 2024 Red Shield Symposium on September 26th, our annual estate and charitable gift planning institute!The Red Shield Symposium is an in-person webcast focusing on bringing together donor advisors to learn the latest on estate planning, the effects that legislation has on charitable donations and how The Salvation Army can meet your client's philanthropic goals.
We invite attendees of the following career and professions to attend: attorneys, certified financial planners, accountants, bank trust officers, and other planning officials.
The Symposium has six (6.0)+ hours of continuing. education credit, including one and a half (1.5) hours of ethics credit pending for the following certifications:
CLE: Attorney
CPE: Accountant
CE: Applicable State Life Insurance
CEP: Certified Real Estate Planner
CLU: Chartered Life Underwriter
CFP: Certified Financial Planner
ChFC: Chartered Financial Consultant
CFTA: Certified Trust and Fiduciary Advisor
CAP: Chartered Advisor in Philanthropy
Sessions will be led by Professor Samuel A. Donaldson, Georgia State University, Pamela J. Davidson, JD of Davidson Gift Design, and Phil Purcell, JS of The Salvation Army Central Territory.
For more information, please reach out to Mike Towers, Director of Gift and Estate Planning. We can't wait to see you at this year's Salvation Army Red Shield Symposium!
**Continuing education credits offered for licenses in these states: Alabama, Arkansas, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, New Hampshire, New Jersey, New York, Nebraska, North Carolina, North Dakota, Ohio, Oklahoma, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Vermont, Virginia, Washington D.C., West Virginia, and Wisconsin. Residents of these states can attend virtually or drive to a state with a live broadcast site. For a list of live broadcast sites, please contact Phil Purcell at (847) 372-1805 or [email protected].
Advertisement
Where is it happening?
824 Union Rd, St. Louis, MO 63123, 824 Union Rd, St Louis, MO 63123-6748, United States,Lemay, Missouri, SouthhamptonEvent Location & Nearby Stays:
