Posts Tagged ‘financial planning’

Legacy Foundation offers seminar for professional advisors
National consultant to address developments in charitable gift planning

Professional advisors including attorneys, accountants and financial planners are invited to attend a seminar on the “Latest Developments in Charitable Gift Planning,” presented by The Stelter Company and sponsored by Legacy Foundation, Lake County’s Community Foundation.

The seminar will be offered from 7:30 a.m. to noon on Thursday, Dec. 3, at Avalon Manor, 3550 E. U.S. 30 in Merrillville. Registration is required by Nov. 30 by contacting Legacy Foundation at (219) 736-1880 or info@legacyfoundationlakeco.org. The fee is $20 per attendee.

The seminar will be presented by Johni Hays, J.D., the senior planned giving consultant for The Stelter Company, a leader in planned giving marketing communications for nonprofit organizations across the United States. Hays is an experienced consultant, published author, attorney and member of the Partnership for Philanthropic Planning.

Hays will be accompanied by a panel of local practitioners, including: Calvin Bellamy of Krieg DeVault, LLP; Jack O’Drobinak of John M. O’Drobinak, PC; and Tory Prasco of Burke, Costanza & Cuppy, LLP.

This seminar has been approved for attorneys, certified public accountants and financial planners to earn 3.5 hours of continuing education units, including one hour of ethics.

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