Call Us: 1-800-926-8875

Call Us: 1-800-926-8875

Calendar:
Date:
09/26/2017 8:30 am - 11:30 am
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Description

Join us and Jaqueline Wiggins, JD, LLM, CLU, ChFC from Mass Mutual for a 2-hour CE class at our office on September 26th at 8:30am to learn about life insurance and charitable giving strategies.The class will cover charitable planning overviews and the process involved.

The class agenda will cover:

  • Charitable Planning Overview and Process
  • Donor Profile
  • Tax Benefits and Limits
  • Charitable Strategies with business continuation and estate planning
    • New Policies & Existing Policies
    • Wealth Replacement Trusts
    • IRA Strategies & Estate Tax Reduction
    • Charitable Remainder Trusts

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