AHA Professioal Advisor Network - 20th Annual Trusts and Estates Conference

Earn 2 FREE CLE Credits - Register Now!

Thursday, April 28, 2022 | 1:00 PM - 4:00 PM

Hear from AHA leaders Dr. Donald Lloyd-Jones, President, American Heart Association and John Hayes, Senior Vice President of Charitable Estate Planning on the tremendous impact you and your clients make towards a world of longer, healthier lives.

Thought leaders Judith Edington, Counsel for Boston Sullivan & Worcester LLP, and Kathleen Sherby, Senior Counsel for Bryan Cave Leighton Paisner LLP, come together to discuss assisting clients in meeting their charitable goals and planning for retirement plan distributions after the SECURE Act.

This program has been widely approved for general CLE hours. States with approval still pending: CO, ID, IN, KY, LA, MN, MS, MT, NC, NJ, OH, OR, TN, VA*

Meet Our Speakers

Don Lloyd-Jones

Donald M. Lloyd-Jones, MD, ScM, FACC, FAHA

2021-22 President, American Heart Association
Eileen M. Foell Professor of Heart Research
Professor of Preventive Medicine, Medicine and Pediatrics
Chair of the Department of Preventive Medicine
Northwestern University Feinberg School of Medicine

Judith G. H. Edington, Esq.

Counsel, Boston

Sullivan & Worcester, LLP

Kathleen R. Sherby

Senior Counsel, St. Louis

Bryan Cave Leighton Paisner LLP

John M. Hayes

Senior Vice President, 
Charitable Estate Planning
American Heart Association

Become an AHA Professional Advisor Network Member Now!

Joining today gives you access to:

  • More Continuing Education Opportunities
  • Personal Assistance with Charitable Gift-Use Restriction Language
  • Custom Gift Illustrations for Clients
  • Turnkey Solutions for Gifts of Non-Cash Assets
  • And more...

CLE Credit Questions or Concerns?

This program has been widely approved for general CLE hours. States with approval still pending: CO, ID, IN, KY, LA, MN, MS, MT, NC, NJ, OH, OR, TN, and VA.

For any CLE credits or concerns, please contact the accreditation for the event:

NBI - 844-312-7125 or

[email protected]