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Estate & Charitable Gift Planning Institute - Renewing Your Estate Planning Vows

Syverson Strege & Company | Community Foundation of Greater Des Moines

Wednesday, September 27, 2017 from 9:00 AM to 3:30 PM (CDT)

Estate & Charitable Gift Planning Institute - Renewing...

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Registered Guest Sep 27, 2017 Free  

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Event Details

The 25th Annual Estate & Charitable Gift Planning Institute

SEPTEMBER 27, 2017

RENEWING YOUR ESTATE PLANNING VOWS
Presented by

Ann B. Burns and Samuel A. Donaldson

Explore strategies to make sure estate plans stay up-to-date with client needs
and current regulations

  • Current updates on estate and tax law – staying with the times
  • Charitable planning for everyone – giving is still better than receiving
  • Ethical dilemmas of all planning professionals – staying out of trouble

 

Session I
Something Borrowed, Something Blue: Recent Developments in the Federal Tax Laws

Ethics Session
I do! I don’t! A Planner’s Guide to Ethical Dilemmas Estate and Charitable Planners Face

Session II
Engaging Your Client in the Charitable Conversation

Session III
Wrap-up Discussion/Q&A

 

Presented live from the Minneapolis Convention Center

Hosted locally by Syverson Strege and Company and Community Foundation of Greater Des Moines. For more information, please contact: dlongseth@onlyworkforyou.com or call (515) 225-6000.

Have questions about Estate & Charitable Gift Planning Institute - Renewing Your Estate Planning Vows? Contact Syverson Strege & Company | Community Foundation of Greater Des Moines

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When & Where


Syverson Strege and Company
4125 Westown Parkway, Suite 104
West Des Moines, IA 50266

Wednesday, September 27, 2017 from 9:00 AM to 3:30 PM (CDT)


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Organizer

Syverson Strege & Company | Community Foundation of Greater Des Moines

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Estate & Charitable Gift Planning Institute - Renewing Your Estate Planning Vows
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