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Yale Richards Professional Seminar

November 13 @ 7:30 am - 12:30 pm
$75 – $100

The Jewish Federation of Omaha Foundation is proud to present the 2026 Yale Richards Seminar. Continuing education credits will be available for lawyers, accountants, certified financial planners, insurance professionals and CAP participants who participate. For questions, please contact Diane Walker at 402-334-6551 or dwalker@jewishomaha.org

The 2026 Yale Richards Seminar will feature:
Russell James III, PhD, J.D., CFP® – Professor, Texas Tech University, who will present:
– Top 10 Charitable Financial Planning Strategies: Helping Your Clients & Your Business with Charitable Planning
– Inside the Mind of the Planned Giving Donor: What Neuroimaging & Experimental Research Reveal About Donor Motivations

Tim Weidman – Director, Frankel Technology Service Department, who will present:
– Ethics in the Digital Age: Protecting Client Confidentiality & Professional Trust

Yale Richards was a senior partner at the firm of Marks, Clare and Richards, LLC for many years. He also served as counsel and Executive Director of the Milton S. and Corinne N. Livingston Foundation for 28 years. In 1998, in recognition of Mr. Richards’ valuable service to the Jewish community of Omaha that encompassed over 50 years, the Livingston Foundation established the Yale Richards Professional Education Endowment Fund, the purpose of which is to subvent the cost of periodic seminars for professional advisors and interested donors. Yale passed away in March of 2003.

Yale Richards Professional Seminar
Friday, November 13
7:30 a.m. – 12:30 p.m.
Boys Town Conference Center

Advanced registration is required.
Register HERE.

Details

Organizer

  • Jewish Federation of Omaha Foundation
  • Email ashivvers@jewishomaha.org

Venue