June 19, 2015

CCF offering free seminars for professional advisors on charitable planning

Special to The Criterion

The archdiocese’s Catholic Community Foundation is offering a free continuing education seminar to professional advisors regarding “Updates on Charitable Planning.”

Attorney Phil Purcell will present the seminar, which will provide three credit hours of continuing education, including two hours of ethics and one hour of updates on charitable estate planning.

The seminar will be offered at two locations in the archdiocese, according to Joanna Feltz, director of planned giving for the Catholic Community Foundation.

The seminar will first be held from 8:30-11:45 a.m. on June 25 at the Edward T. O’Meara Catholic Center, 1400 N. Meridian St., in Indianapolis.

A second session offering the same material will be held in southern Indiana from 8:30-1:45 a.m. on June 26 at the offices of Mountjoy Chilton & Medley LLP, 702 North Shore Drive, in Jeffersonville.

Registration on both days will begin at 8 a.m.

This meeting will be helpful to financial planners, investment advisors, insurance agents, accountants, attorneys, mortgage brokers and trust officers, according to Feltz.

For registration or additional information, contact Mary Shepherd by e-mail at mshepherd@archindy.org or by phone at 317-236-1482 or 1-800-382-9836, ext. 1482.

Participants can also register online at www.archindy.org/ccf/register/index.html. †

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