On Wednesday, May 1, learn about Planned Giving options from attorney Johni Hays at Southeast Iowa Financial Fitness II at Pzazz! Conference Center in Burlington. The 8-11:30 AM seminar on Charitable Giving Techniques & Ethics (CEU’s available) is for attorneys, accountants, insurance agents and professional financial advisors.
The afternoon seminar for the public on “7 Secrets to Enhancing and Protecting Your Wealth” starts with lunch at 11:30 and includes a Q&A panel of professionals at 3 PM. To register for the event or find out about sponsorship opportunities, contact CBIZ at (319)-208-5376.