Save the Date and Plan to Join Us!
Live & In-Person (not a teleconference) Friday, November 22, 2019
Continuing education credits will be available for:
lawyers, accountants, certified financial planners, insurance professionals and CAP participants
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
A brochure with complete details will be available in September.
For more information contact:
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