Education / Events

On May 1st  The Foundation teamed up with The Hamilton Foundation to host the 4th Annual Professional Advisor Conference.  Nearly 100 attorneys, accountants, insurance agents, trust officers and financial planners attend the event held at the Savannah Center. The following materials were made available by Barbara Culver and Donald Grisby for your review.

The Foundation would like to thank the following for the sponsorship of the Professional Advisor Conference:  US Bank, First Financial Bank, Huntington Bank and Flynn & Company.

Conference Wrap Up Release

Federal Estate An Gift Taxes

Legacy Questionnaire