Learn How To Assist Your Clients Through Planned Giving

May 8, 2019

Join local accountants, attorneys and business professionals for a complimentary lunch and learn of the benefits of assisting your clients in developing charitable gifts.

 

Wednesday, May 29th 
11am - 12:30pm

SEMO Regional Planning Board Room 
1 West St. Joseph St., Perryville, Missouri

 

Mrs. Judy Cantoni, East Region Manager with Community Foundation of the Ozarks will be on hand to provide education on how to provide community investment opportunities to clients while benefiting the customer and advisor.   

 

 

 

 

 

 

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