Register for Events

The Foundation and Mason Investment Advisory Services Inc. are partnering to provide a high-quality continuing education opportunity for local Professional Advisors on Thursday, October 26, 2023, from 8 am to 12 pm. Topics will include “How to Talk with Your Clients about Death and Taxes,” “Charitable Planning in 2023 and Changes Resulting from the SECURE Acts and the CARE Acts” plus “Ethical Considerations in Talking with Clients about Charitable Options.” The presenter will be Laura Hanson Dean, Attorney at Law, and one of the most experienced and knowledgeable charitable gift planners in the country. Pending continuing education credits include CPE, ChFC ©, CTFA, and legal education.

 

Click here for more detailed information: https://masoncompanies.com/credits/hccf-2023/