Top 10 Charitable Planning Strategies
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RSVP Today for our May Speaker's Meeting in cojunction with the
Community Foundation of Collier County
We welcome all guests at the reduced rate of $25.00 for inclusion in the Zoom meeting with Russell James!
TOPIC 1: Top 10 charitable planning strategies for financial advisors under the current tax law and the SECURE Act: Helping your clients and your business with charitable planning
Description: This session gives the top approaches to helping your clients and growing your practice using charitable planning with special tips related to the new tax law. Participants will learn how to provide tremendous benefit to clients, while improving their own assets under management, with charitable planning.
Objectives:
Review the latest techniques for charitable planning including gifts from retirement plans, gifts of appreciated assets, the use of private foundations, and life insurance.
TOPIC 2 - The hidden code of end-of-life decisions: What estate planners can learn from decision-making in life insurance, annuities, estate planning, and healthcare
Description: Death is different. When it comes to making decisions involving end-of-life, people respond in unusual ways. In this presentation, Professor James brings together scientific and demographic research from a range of end-of-life decisions to uncover remarkably consistent principles of what works in persuasive communication. Understanding this “hidden code” will change the way you think, and talk, about estate planning and financial giving.
Objectives:
Review the latest research findings related to end-of-life decision making
Understand how these research findings can improve client communications
