Classes & TalksToday
Professional Advisor Workshop
Wednesday, November 4 · 8:30-11:30 a.m. · Unity Foundation
- When
- Wednesday, November 4 · 8:30-11:30 a.m.
- Where
- Unity Foundation422 Franklin St · Michigan City, IN · 46360
- Good to know
About this event
Join Unity Foundation and Mason Investment Advisory Services Inc. for our annual Professional Advisor Workshop.
Earn continuing education credits while gaining practical strategies to better serve your charitably inclined clients. This two-hour course examines charitable giving techniques that advisors can use to support clients’ broader estate, tax, retirement, and financial planning goals.
Date: November 4, 2026
Breakfast & Networking: 8:30 a.m. CT
Event: 9:00 a.m.-11:30 a.m. CT
Location: Unity Foundation / STAR Center, 422 Franklin Street Suite C, 2nd Floor, Michigan City, IN 46360
There is no cost to attend.
Learn more and register.
Listed by Unity Foundation of La Porte County (The Events Calendar), gathered by the Portage events calendar.