ADVISORS

Seminar

Annual Professional Advisors Seminars

This exclusive event brings together top-notch experts and professionals in finance, law, and philanthropy to explore the latest trends, strategies, and opportunities in charitable giving and estate planning. Gain valuable insights, network with industry leaders, and learn how to best serve your clients while making a positive impact on our community. Don't miss this invaluable opportunity to elevate your practice and deepen your impact.

For more information email us or call us

Our 2025 fall Professional Advisors Seminar is approaching quickly! This year’s seminar will take place on Friday, October 31. We hope that you will join fellow CPAs, attorneys, financial planners and more to network and explore innovative approaches to philanthropic gift giving (all while gaining your continuing education credits).

Session 1: “Stronger Together: How Charitable and Professional Advisors Build Impactful Legacies”

Our first speaker this year is Phyllis Silverstein, CFP, CAP. She is a Fiduciary Strategy Senior Manager, Executive Director with Wells Fargo Bank Wealth & Management, Southeast Division, in Atlanta, GA. She holds over 35 years of experience and leads a team of experienced professionals with specialized knowledge in legacy planning, taxation, law, estate planning, and more. Phyllis’s complete professional biography can be found below.

Session 2: “Ethics for Estate Planners and Financial Planners”

The ethics portion of our seminar will be led by Margaret Christensen, JD. Margaret (Meg) Christensen serves as Dentons Bingham Greenebaum’s General Counsel in Indianapolis, IN. Meg presents on ethics at over a dozen continuing legal education seminars each year. She is a member of the Indiana State Bar Association’s Ethics Committee, and the Association of Professional Responsibility Lawyers. Meg’s complete professional biography can be found below.