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.

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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).

Our guest speaker this year is Phyllis Silverstein, CFP, CAP. She is a Wealth and Fiduciary Senior Manager, and 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.