The Estate and Charitable Gift Planning Institute

CONTINUING EDUCATION CREDITS

Continuing education credits have been applied for:
Certified Financial Planner (CFP)
      7 hours
Certified Public Accountant (CPE)
       7 hours
Certified Trust & Financial Advisor (CTFA)
       7.75 total hours - 1.25 Ethics, 3.75 Tax, 2.75 FP

Continuing Legal Education (CLE)
       AZ  pending
       CA  pending
       CO  7 total, includes 1.2 ethics
       FL   7.5 total, includes 1 ethics
       IA   6.25 total, includes 1 ethics
       ID   pending
       IL    6 general, ethics pending
       IN   6 total, includes 1 ethics
       KS   7 total
       KY   6.25 total, includes 1 ethics
       LA   4 total, includes 1 ethics
       ME   6.1 total, includes 1 ethics
       MN   5 total, includes 2 ethics
       MO  6.8 total, includes 1.2 ethics
       NC   pending
       ND   6 total, includes 1 ethics
       NE   6 total, includes 1 ethics
       NM  5 total
       NY  7 total
       OH  6 total, includes 1 ethics
       OR   pending
       PA   6 total, includes 1 ethics
       SC   5.17 total, includes 1 ethics
       TN   pending
       TX   6 total, includes 1 ethics
       UT   6.5 total, includes 1 ethics
       VA   pending
       WA   6.25, includes 1 of ethics.
       WI    7 total, includes 1 of ethics
       WV   7.40 total includes 1.2 ethics

Credits have been applied for and approved based upon full day attendance. No partial credit can be given out. Any questions regarding this may be directed to Amy Savage.

The following states either do not require CLE credit or do not accept webcasts/satellite transmission for CLE credits: Connecticut, Massachusetts, Michigan, Maryland, New Jersey, Washington D.C., South Dakota, Nebraska, Hawaii, Arkansas, and Alaska. Therefore obtaining CLE credits in these states is not mandatory. CFP, CTFA & CPE credits are national and are good for every state including the ones referenced above. Check back frequently for updates.