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Save the Date and Plan to Join Us!

Live & In-Person (not a teleconference) Friday, November 22, 2019

Early Bird Rate   (Materials available for download)

 

   (Receive printed materials)

 

Continuing education credits
CPE (Accountants- Nebraska) 4 Hours; includes 1 Hour Ethics
CLE (Attorneys- Nebraska) 4 Hours; includes 1 Hour Ethics
CE (Insurance-Nebraska) 3.5 Hours Life; 1 Hour Ethics (Pending Approval)
CFP (Financial Planner) 4 Hours
PACE (CAP) 5 Hours 

Featuring nationally-known speaker:
Steve Gorin, Partner
Thompson Coburn LLP – St. Louis, MO

  • Current Developments
  • Life Insurance Strategies Used for Buy-Sell Agreements
  • Charitable Gifts of Business Assets
  • Engagement Letters: Practical Tools to Facilitate Understanding and Avoid Conflict

For more information contact:
Laurie Peatrowsky
402-334-6439
lpeatrowsky@jewishomaha.org

Yale Richard

Yale Richards was a senior partner at the firm of Marks, Clare and Richards, LLC for many years. He also served as counsel and Executive Director of the Milton S. and Corinne N. Livingston Foundation for 28 years. In 1998, in recognition of Mr. Richards’ valuable service to the Jewish community of Omaha that encompassed over 50 years, the Livingston Foundation established the Yale Richards Professional Education Endowment Fund, the purpose of which is to subvent the cost of periodic seminars for professional advisors and interested donors. Yale passed away in March of 2003.

Underwritten by the Yale Richards Professional Education Endowment, a component fund of the Jewish Federation of Omaha Foundation