Dan Hardt

Biblically Responsible Investing (BRI) Web-Training Preview

This pre-conference is your chance to be a part of a special live presentation of the new Kingdom Advisors’ BRI Web-Based Training Course. We will preview the first four modules which address 1) the investor’s interaction with capitalism, 2) the Scriptural foundation of selecting investments, 3) corporations’ involvement with moral issues, and 4) resources to invest responsibly. This pre-conference session is free thanks to sponsorship from MMA Praxis and Stewardship Partners.

Note: During 2010, the web-based training program will be recorded and available for all Kingdom Advisors members to purchase. Your constructive feedback during this special pre-conference is vital to us and will be used to fine-tune the material before it is recorded.

Three hours of CFP® CE credit and three hours of non-IMCA Ethics CIMA CE credit are available.

Pam Pugh






Greg Sperry, J.D.






Michael King, J.D.

Charitable Planning Strategies for Kingdom-Minded Attorneys and Advisors

This pre-conference workshop has been designed for the attorney or advisor who desires to increase their effectiveness in motivating affluent clients toward greater generosity and leveraging the latest tools and techniques in charitable gift planning. Deepen client relationships as you counsel clients in the area of giving with confidence. Separate yourself from your peers as you are equipped to take advantage of attractive planning opportunities in the current economic climate. You will explore the significant benefits of gifting a closely-held business, as well as leveraging estates for greater Kingdom impact. Don’t miss this opportunity for training, networking and best practices with some of the latest thinking in the charitable gift planning area.

CE credit will be available. Click here for a detailed agenda.