April 2021 Breakfast Meeting
Date: Tuesday, April 20, 2021
Time: 7:30am - 9:00am
Location: Happy Hollow Club and streaming online
Speaker: Moderators - Kelli Cavey & Jeremy Belsky w/ panel
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Join us for the last CE program of the season.
AGENDA
7:30 - Breakfast & Networking (for those attending in person)
8:00 - Meeting & Program
9:00 - Conclude
Register online or contact Stacie Sarasio 402.210.9446
Planning Forward in Times of Uncertainty
During this session the moderators Kelli Cavey, JD, CAP - Omaha Community Foundation and Jeremy Belsky, MA, CAP - Boys Town will lead a discussion about the future of planned giving. This program offers one hour of credit for NE life insurance, NE & IA legal, NE accounting and CFP (pending approval). A general certificate is available for self reporting additional designations.
PANELISTS
- Donna Kush - Omaha Community Foundation
- Howard Epstein, JD, CAP - Jewish Federation of Omaha Foundation
- Deyna Rouse, CPA, CAP - Lutz
- Jesse Sitz, JD - Baird Holm LLP
