| Contact Director of Gift Planning Carol Bradford today at (213) 413-4130 to learn more about this topic. |
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The California Community Foundation is a continuing education credit provider for attorneys, accountant, financial advisors and life insurance professionals.
Each year, we invite members of the professional advisor community to join us for luncheons and other seminars on contemporary issues, for which you can receive professional credit.
The Philanthropic Series
Our flagship seminar, The Philanthropic Series, is held bi-annually. Typically, these luncheons feature regional and national experts on technical topics pertinent to the estate planning communities, or we will cover timely charitable and planned giving techniques. With a reputation for high quality materials, a fantastic buffet and great networking, this is a seminar not to be missed.
If you are interested in a sponsorship opportunity or know of an incredible speaker for The Philanthropic Series Seminar, please contact Director of Gift Planning Carol Bradford, at (213) 413-4130.
Join us on Thursday, November 1, 2007 at our next Philanthropic Series Seminar. Continuing Education Credit is available in the amount of 2.0 credit hours for this event. Reserve your seat today.
Speakers Bureau
We also are happy to conduct more intimate in-office case study sessions on various topics. Our case study presentation has been presented to major law firms, accounting firms and business management firms.
Additionally, the community foundation has developed a series of presentations for bar associations, estate planning councils, rotary clubs, etc.
These presentations are eligible for Continuing Education Credit Hours, based upon the length of the session.
If you are interested in having a member of our philanthropic services staff speak at one of your events, please contact Director of Gift Planning Carol Bradford at (213) 413 -4130.
Networking Opportunities
Network with trust and estate professionals as a member of the Los Angeles Estate Planning Council (LAEPC). Meet with colleagues every month and discuss the latest trends in estate planning and obtain continuing education credit.
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Participants will generally earn 2.5 continuing education credit hours for attending The Philanthropic Series luncheons.
Attorneys: The California Community Foundation is an approved provider of M.C.L.E. credit by the State Bar of California
Certified Public Accountants: The California Community Foundation adheres to the regulations and requirements prescribed in the Accountancy Act of the State Board of Accountancy.
Certified Financial Planners, CLUs and CHFCs: An application is pending for Continuing Education Sponsorship with the C.F.P. Board of Standards. This program meets the requirements for PACE credit of the American Society of CLU and ChFC. |
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