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
Fill out the form below to register now.