Professional Advisor Continuing Education Series

Professional Advisor Charitable Education Series

CFNEIA

April 11, 2023

The Community Foundation of Northeast Iowa is excited to offer a series of four complimentary charitable continuing education events for professional advisors around topics that will help better serve clients. We invite you to join other engaged advisors in conversations that help enrich our communities.

Save the date for our next event on Tuesday, April 11! More details to come.

Recent Event Recordings

Iowa Tax Update and Impacts on Charitable Giving with Eric Hanna
2021 Overview and 2022 Market Outlook with Dave Smith
Financial Planning Opens Opportunities for Giving with Aaron Sannes
Wealth Planning Opportunities and Challenges in 2021 with Todd Henningsen
Charitable Giving with Non-Cash Assets with Gordon Fischer

Interested in other resources? Visit cfneia.org/professionaladvisors to learn more.

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As we enter the holiday season and the final days of 2022, the Community Foundation of Northeast Iowa is ready to assist you with your end of year giving and grantmaking. In order to provide the best possible service for our donors, and ensure your year-end gifts qualify for a charitable income tax deduction in the 2022 tax year, please keep these important dates in mind.

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