Professional Advisor Introductory Seminars
For attorneys, CPA’s, trust officers, banks and credit unions, insurance professionals, estate and financial planners, brokers, and realtors.
LEAVE A LEGACY™ Iowa is a collaborative initiative. Professional advisors are key to fulfilling the mission of LEAVE A LEGACY™ Iowa. Nonprofit organizations recognize the role professional (donor) advisor’s play in providing council and educating the general public.
An ongoing series of two-hour introduction seminars are scheduled at various sites throughout the state of Iowa.
You will soon be able to view a complete listing of dates and locations, which will be located in our News and Events section.
RSVP is required!
Agenda
A list of what you will learn at the gatherings is found below:
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What LEAVE A LEGACY™ Iowa entails and how professional advisors can become involved |
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How LAL Iowa is connecting nonprofit organizations with professional advisors |
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How to become a professional advisor Partner and the benefits |
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Learn about participation deadlines |
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How professional advisors can link to the LAL Iowa Web site |
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How to be included in the LAL professional advisor referral service |
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How to incorporate charitable estate and gift planning into your daily work |
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How to form meaningful relationships with nonprofit organizations |
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How to participate in upcoming educational seminars |
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How to qualify and apply to be a member of the LAL Iowa Speaker’s Bureau |
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How to serve on the LAL advisory council and/or steering committee in your community |
How to Register
There is no cost to attend the LEAVE A LEGACY™ Iowa Introduction Seminar. RSVP is required! Send as many representatives of your organization as you would like. You can use this seminar to train your staff, volunteers and/or donors.
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Registration Options:
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Print, complete and mail the
Event Registration Form
to LEAVE A LEGACY™ Iowa, 8345 University Blvd, Suite F-1, Des Moines, Iowa 50325. |
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Print, complete and fax the
Event Registration Form
to (515) 883-2630. |
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Call the LEAVE A LEGACY™ Iowa office at 515-440-2548 or 877-7-LEGACY. |
For questions: Click on Contact Us or email Lori Squires, Program Director at: laliowa@assoc-serv.com
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