Attorney Paul Morf is participating in the Professional Advisor Charitable Continuing Education Series hosted by the Community Foundation of Northeast Iowa (CFNEIA) on April 30, in Cedar Falls. Mr. Morf will be discussing how advisors can help clients meet their charitable giving goals, establish charitable endowed or non-endowed funds, create private foundations and make direct gifts to charities. His presentation is one of four complimentary events hosted as part of the CFNEIA’s 2019 series focused on charitable topics to help better serve clients.
Paul Morf is a member at Simmons Perrine Moyer Bergman PLC where he serves as the chair for the Wills, Trusts, Estate Planning and Probate Law practice group. Mr. Morf is an experienced speaker who frequently presents in front of colleagues and clients on estate planning topics such as annuity trusts, new tax laws and tax-sensitive estate planning.
To learn more about the Professional Advisor Charitable Continuing Education Series, visit: https://www.cfneia.org/news/events/paseries2019.