Community Foundation to Host Annual Estate Planning Forum for Professional Advisors June 13, 2023

The Community Foundation of Southeast Kansas (CFSEK) will host the 2023 Estate Planning Forum in the large conference room of The Foundry at Block22 in Pittsburg starting at 9:30 a.m. on Tuesday, June 13. The full-day Forum, hosted annually in partnership with Foulston Siefkin LLP of Wichita, is open to Southeast Kansas attorneys, CPAs, insurance professionals, and financial advisors. Attendees will learn about new developments in the field of estate planning, earn up to six hours of continuing-education credit, and enjoy a free lunch from Chatters courtesy of CFSEK.

This year’s Forum includes sessions on legal ethics; the benefits and hazards of probate-avoidance devices; minimizing family disharmony through drafting; drafting support and discretionary trusts; and recent developments in the field of estate planning. Sessions will be taught by Foulston Siefkin’s Tim O’Sullivan, JD, LLM, and Corey Moomaw, JD, LLM.

The Forum offers 6 hours of CLE credit (including one hour of ethics credit) and 5 hours of insurance CE credit. It also offers a recommended 5 hours of CPE credit for accountants and 5 hours of PACE credit for qualifying financial advisors. See the flyer below or visit our 2023 Estate Planning Forum page for more information.

Professional advisors who want to attend the 2023 Estate Planning Forum must register by Friday, June 9, by completing the online form, messaging Joshua McCloud, or calling (620) 231-8897.


Download the 2023 Estate Planning Forum Flyer PDF

Last updated May 30, 2023.