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.
