Save the Date and Plan to Join Us!
Thursday, October 11, 2018, 7:30 a.m. - 12:30 p.m.
Nebraska continuing education credits will be available for:
CLE (Attorneys) - 4 Hours
CFP (Certified Financial Planners) - 4 Hours
PACE (CAP) - 5 Hours
CE (Insurance-Life) - 5 Hours
CPE (Accountants) - 4 Hours
Featuring nationally-known speakers:
Jeremiah W. Doyle IV, Senior Vice President
BNY Mellon Wealth Management - Boston, MA
- The Tax Cuts and Jobs Act of 2017: What Do I Tell My Clients Ten Months Later?
Christopher Hoyt, Professor University Missouri Kansas City
- Retirement Assets for First and Second Marriages: Let the Fun Begin
- Income Tax Savings with the Charitable Use of Retirement Assets
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