NAEPC Webinar: Blended Gifts for Boomers
Presented by National Association of Estate Planners & Councils
Wednesday, October 10, 2018
3:00pm - 4:00pm ET
Speaker: A. Charles Schultz, JD, AEP® (Distinguished) Nominee
Major clients of professional advisors are often involved in philanthropy. Most have two personal goals – make their mark through a high-impact gift and be fair to family. They will show extreme gratitude to an advisor who helps them achieve their most important personal goals. The twelve plans in Blended Gifts for Boomers show you how to help clients make maximum impact gifts – part today and the larger gift through their estate.
Charles Schultz is President of Crescendo Interactive, Inc. and is the principal creator of CresPro charitable tax planning software and the GiftLegacy Pro eMarketing System. In addition, he is Editor for the GiftLaw Pro charitable tax service and the weekly GiftLaw eNewsletter. He teaches over 30 planned giving seminars per year and is Founder of GiftCollege.com, an Internet education program for gift planners and professional advisors. His law degree is from the University of Michigan. Charles is on the Board of Directors for the Christian Foundation of the West.
REGISTER HERE for the individual program. To register for the 2018 series, please click HERE.
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The Robert G. Alexander Webinar Series was launched in September 2013 to provide estate planners with accessible, high quality,
multi-disciplinary education. Programs are COMPLIMENTARY.
Webinars are offered within the Tradewing online community, which is separate from the NAEPC website. Participants must create an account prior to their first registration, and can then easily register for the webinar(s) they would like to attend.
Not able to attend on the live date and time? Register anyway and we'll send you a link so you can view the recording at your own convenience.
Continuing Education Credit
Continuing education credit is available at most webinars for Accredited Estate Planner® designees. In addition, a general certificate of completion will be available for those who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program. Please contact webinars@naepc.org prior to attending if you have any questions with regard to the availability of credit.
Sponsorship
Webinar sponsorship is available, along with other opportunities to support the association. Email sponsorship@naepc.org to be added to the distribution list for opportunities.