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Professional Advisors CE-lebration Luncheon​

Continuing Education Program and
Recognition of Atlas Advisors and Advisor Referrals

PRESENTED BY

Tuesday, September 29, 2026
11:00 a.m. – 1:00 p.m. | $40 Registration

The Atrium at Redstone Federal Credit Union
220 Wynn Drive NW, Huntsville, AL 35893

FEATURING GUEST SPEAKER

Dana Holt, JD, RICP, AEP®, CAP®

“Amplify Your High Net Worth Practice with Charitable Planning”

1 CE Credit for Attorneys, CPAs and CFPs

Celebrating Professional Advisors

2025 through Spring 2026 Fund Referrals
&
Our Top Advisor Group: Atlas Advisors

Invitation to CE-lebration featuring event details and headshot of keynote speaker Dana Holt
Register

Also available for Professional Advisors:

Advisor University

WEBINAR SERIES

06.23.26 | 10:00 – 11:00 a.m.
Community Foundation
Donor Advised Funds (DAFs)

07.21.26 | 10:00 – 11:00 a.m.
Beyond the DAF –
Other Funds and Co-Investing

08.18.26 | 10:00 – 11:00 a.m.
Legacy Giving and Complex Assets

Register