Event details

Red Shield Symposium - The Salvation Army's Estate Planning Institute

Sep 18, 2025 9:00 AM | Ends Sep 18, 2025 5:00 PM | 6060 Castleway West Dr, Indianapolis IN 46250
About this event

Attorneys, Accountants, Financial advisors, and other Estate Planning Professionals seeking continuing education, join us for our Red Shield Symposium.

Pricing: $75 dollars + includes lunch
Up to 5.0 Hours (including 1.5 Hour of Ethics) of Continued Education Credits for:
CLE, CPE, CLU, CFP, ChFC, CTFA, CAP, and INS

Learn About:
??Current updates on estate and tax laws - staying with the times.
??Charitable planning for everyone - giving is still better than receiving.
??Ethical dilemmas - staying out of trouble.

Speakers:
??Phil Purcell, JD (The Salvation Army Central Territory Director of Planned Giving)
??Samuel A Donaldson (Georgia State university College of Law)
??Pamela Jones Davidson, JD (Davidson Gift Design)
??Charles Slamar, Jr., JD, LLM (Sr. Vice President of Thompson & Associates)

Locations:
??Indy - The Salvation Army Indiana Division 6060 Castleway W. Dr.
??New Albany – The Salvation Army of Southern Indiana 2300 Green Valley Rd.
??Evansville - First Christian Church of Newburgh 4544 Indiana State Route 261
??Fort Wayne - The Salvation Army of Fort Wayne 2901 N. Clinton St.
??Merrillville - Lake County Bar Association 1078 W 84th Dr.
??Michigan City - The Salvation Army of Michigan City 1201 Franklin St.
??NEW - Virtual!

Learn More: https://myplan2give.org/?pageID=1004

At a glance
Thursday, September 18, 2025
9:00 AM
6060 Castleway West Dr, Indianapolis IN 46250
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Event contact
dan.haughn@usc.salvationarmy.org