Please join us for our annual Seminar for Trustees being held on Thursday, July 18, 2019. This program will feature discussions on recent developments, myths about Special Needs Trusts, and Directed Trusts. This program has been certified by the CFP Board for 3.5 hours of CFP CE, the American Bankers Association for 3.75 hours of CTFA CE and by the Louisiana State Bar Association for 3.0 hours of CLE.
Thursday, July 18, 2019
8:30am – 12pm
Hyatt Regency New Orleans
601 Loyola Avenue, 2nd Floor, Strand 11A
New Orleans, LA 70113
8:30am-9am | Check-in / Continental Breakfast
9am-12pm | Program
Contact Katie Kelly with any questions or RSVP at email@example.com or 504.585.7816.