We invite you to join us for Gulf Coast's upcoming CEU Lunch and Learn series. These lunches are a great opportunity to receive your CEU credits, connect with fellow professional advisors, discuss charitable opportunities with our philanthropic experts, and learn how to have impactful conversations with your charitably-inclined clients.
WHERE: All sessions will be offered in person, at either our Venice Headquarters or Sarasota Philanthropy Center, and virtually via Zoom.
WHEN: Sessions will take place on the last Tuesday of every month, except for November and December holiday months, from 11:30 a.m. - 1:30 p.m.
The teleconference presentations are through Cannon Financial Institute, the industry’s foremost leading authorities on complex financial and legal strategies for HNW clients. CEU credit is offered for the following: CTFA, CFP, CPA/EA, LEGAL, and CWS.
Register below for an upcoming event.