May 3, 2013

Archdiocese offering gift planning education sessions in May and June

The Archdiocese of Indianapolis is hosting two identical, free continuing education sessions titled “Gift Planning to Assist Your Clients” for professional advisors including attorneys, accountants, financial advisors, life insurance representatives and anyone with an interest in the topics presented.

Attendance at either session will result in two hours of continuing education credit. Individuals should bring their professional license number(s) to the session so that participation can be submitted for credit.

The first session will be held from 9:30 a.m. to noon on May 15 at Mountjoy Chilton Medley (formerly McCauley Nicolas) in the Basement Level Conference Room, 702 North Shore Drive, in Jeffersonville.

The second session will be held from 9:30 a.m. to noon on June 6 in Assembly Hall at the Archbishop Edward T. O’Meara Catholic Center, 1400 N. Meridian St., in Indianapolis.

A light lunch will be served at both sessions.

The presenter at both seminars will be Phil Purcell, who currently serves as vice-president for Planned Giving and Endowment Stewardship at the Ball State University Foundation in Muncie.

For registration or additional information, contact Annie Riddick at 800-382-9836, ext. 1482, or 317-236-1482 or e-mail ariddick@archindy.org. Feel free to bring clients as well as those who may have an interest in the seminar material. †

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