Gift Planning Fundamentals for Professional Advisors Online 2025

CAGP Members: Please be sure you are signed in before continuing with the registration in order to ensure you recieve member pricing.

Dates: Monday, November 3 & Tuesday, November 4, 2025

Times: According to time zone for each day:

Pacific Daylight Time: 8:00 a.m. – 12:00 p.m.

Mountain Daylight Time: 9:00 a.m. – 1:00 p.m.

Central Standard Time: 9:00 a.m. - 1:00 p.m.

Central Daylight Time: 10:00 a.m. – 2:00 p.m.

Eastern Daylight Time: 11:00 a.m. – 3:00 p.m.

Atlantic Daylight Time: 12:00 p.m. – 4:00 p.m.

Location: Online

Presenter:  Serena Hak, MFA-P, Senior Associate, CI Private Wealth

Cost (tax exempt):

CAGP Members: $525

Advocis Members: $525 (must enter Advocis Member number during registration)

Non-members: $575