Platinum Sponsor

STUDY GROUP- Webinar: "What’s Trending in Charitable Planning – Tips for Advisors on Need to Know Strategies"

Date: Tuesday, September 26, 2023
Time: 5:30pm - 6:30pm
Location: ZOOM
Speaker: Paul M. Caspersen, CFP®, MS (Financial Planning & Taxation), AEP®, Thomas M. Griffith, ChFC®, CAP®, AEP®, and Ginger F. Mlakar, JD, CPA, AEP®

Details: This webinar will delve into the specifics of charitable planning using retirement assets, focusing on Required Minimum Distributions (RMDs), Qualified Charitable Distributions (QCDs), and Donor Advised Funds (DAFs)

Advisors will be educated on how to effectively manage the gift agreement process, which involves the advisors often being the delicate liaisons between their clients and the charitable organizations

Furthermore, the webinar will address a key component of future-focused philanthropy - getting the next generation involved. By discussing the challenges faced in this area and sharing inspiring success stories, our webinar aims to equip advisors with the insights and strategies needed to guide your clients toward engaging in philanthropy.

Speakers: Paul Caspersen has 25 years of financial, estate, and chariable planning experience. Most recently, 2012-2022, Paul served as Assistant Vice President and Sr. Philanthropic Advisor at the University of Florida. He is the Founder of Planned Giving Interactive (PGI), a charitable planning software & consulting organization. Paul is also a national board member of NAEPC and in 2011 he published the book, "Direction Memo: How to Write a Letter of Instructions for Your Estate Plan,"

Tom Griffith is Vice President of Development for the Community Foundation of Central New York and has worked for the organization since 2013. Prior to joining the Community Foundation, Tom spent seven years as a financial advisor at First Command Financial Planning.

Ginger Mlakar serves as in-house legal counsel for the Cleveland Foundation. She came to the Cleveland Foundation in July 2009 after 16 years practicing law in estate, trust and charitable gift planning and administration. She is also a certified public accountant. Ginger is an active fellow of the American College of Estate and Trust Council, and an Estate Planning, Trust and Probate Law Council member for the Ohio State Bar Association. She is also a national board member of NAEPC.

 

If you wish to attend, please RSVP online at www.epclongisland.org 

or to our Committee Chairperson:

Michael P. Ryan, Esq.

mpryan@jaspanllp.com

   516-393-8253

Related Document(s):

See Upcoming Event Calendar