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2020 Wealth Transfer and Charitable Planning: Navigating the Landscape

10.29.20

2020 Wealth Transfer and Charitable Planning: Navigating the Landscape

On Tuesday, November 10, at 8:30 a.m., our President and CEO, Laura Ducceschi, MBA, MA, CAP®, will be presenting an hour-long online seminar entitled 2020 Wealth Transfer and Charitable Planning: Navigating the Landscape, with Elizabeth Witko, MAcc, MSF, Business Strategist at Drucker & Scaccetti.

This webinar will be relevant to individuals interested in tax planning, estate planning, and charitable planning, as well as accountants, investment advisors, attorneys and professional fundraisers.

We will explore how the circumstances and potential changes from the Presidential Election can impact wealth transference and related charitable planning issues and we will discuss some of the most advantageous strategies to employ before year-end and how to get the most out of the increased “use it or lose it” federal estate and gift tax exemption. We will also highlight the importance of incorporating the NextGen and proactive Succession Planning in helping to achieve your wealth and charitable planning goals.

This is a CFRE and CE accredited event.
There is no charge to attend this event.

REGISTER HERE

2020 Wealth Transfer and Charitable Planning: Navigating the Landscape
Tuesday, November 10, 2020
8:30 a.m.

After registering, you will receive information on how to login to this online seminar on November 10th.

Can’t attend this event on November 10 but still interested? Go ahead and register. This presentation will be recorded and will be made available on-demand to those who register.


Questions about this event? Please contact Nora Kern, Executive Assistant to the President and CEO at nora@safdn.org.


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