The Tax and Financial Planning Institute is designed for area attorneys, CPAs, trust officers, insurance professionals and financial planners. Seven local and regional experts will present information on charitable giving, family limited partnerships, tax issues and investment planning.

The institute is presented through the coordinated efforts of The Central Texas Chapter of CPAs, The Heart of Texas Estate Planning Council, The Waco-McLennan County Bar Association, The National Association of Insurance and Financial Advisors of Waco, and the McLennan Community College Foundation.

The institute offers participants a minimum of eight hours of professional education credits for all related disciplines, conference materials, and continental breakfast, snacks and lunch. Registration materials will be mailed in September.  For more information or to receive a registration form, call 299-8604 or e-mail rdeleon@mclennan.edu.