Spring 2023 Professional Advisors' Breakfast -7 Deadly Sins of Professional Advisors

Date: Thursday, May 11, 2023
Time: 8:00am - 11:00am
Location: Powelton Club, Newburgh NY
Speaker: Bryan Clonz

Professional Advisors' Breakfast - 7 Deadly Sins of Professional Advisors:  Are they trying to drive me nuts?

Presented by Community Foundations of the Hudson Valley in collaboration with 
the Community Foundation of Orange and Sullivan, and the
Hudson Valley Estate Planning Council.

This session will include research, tools and case studies for each of the respective
gaps, and as a result, attendees will be more confident when developing and
executing charitable plans.
 
Registration Fee: $75
Members of Hudson Valley Estate Planning Council Registration Fee: $50

8:00 am Check-In & Networking (includes breakfast)  8:30-11:30 am Program
 
This course qualifies for the following credit hours:

2 CPE, 2 CLE (pending)

To Register:  communityfoundationshv.org/events

Or call 845.452.3077

 

Related Document(s):

See Upcoming Event Calendar