Live Continuing Education Events
Title: STL Practicing Scholars Series: Fiduciaries
Host: Estate Planning Council of St. Louis
Date: March 20, 2023
Time: 12:00 - 1:15 p.m.
Location: MAC405 Washington Avenue St. Louis, MO 63102
CE: CTFA, CLE, CPE, CFP, MO L&H Insurance
Cost:
- Member in-person: $35.00
- Guest in-person: $55.00
- Member Zoom: $25.00
- Guest Zoom: $45.00
Register: Click here
Speakers: Jack Challis, J.D. (Midwest Trust); Carolyn Ohlsen, J.D. (Lowenhaupt & Chasnoff); Samir Tayob, J.D. (Bank of America) - Moderator: Michael Foster, CTFA, AEP (Commerce Trust) - MAC
Description: This presentation is aimed at lawyers, accountants, trust officers and other estate planning professionals with a background in estate planning topics.
Upon completion of this course, you should be able to:
- Understand the qualifications needed by a Trustee and how to facilitate success in beginning a trust administration;
- Understand areas in which trusts experience challenges and how to manage the factors that contribute to those challenges; and
- Recognize methods of resolving problem trusts using traditional and modern statutory methods.
Title: 2023 Washington DC Outlook
Host: FPA of Greater St. Louis
Date: April 6, 2023
Time: 3:30 - 5:30 p.m.
Location: Virtual Only (link sent prior to meeting)
CE: 2 Hours of CFP Pending
Cost:
- $30 FPA Members
- $50 Non-FPA Members
Register: Click here
Speaker: Stu Sweet & Ryan Issaakanien
Description: A discussion of the debt ceiling debate, the 2024 election and the investment implications of government action or inaction.