ESTATE PLANNING COUNCIL OF CENTRAL NEW YORK

Join speaker Pamela Jones Davidson, J.D., to learn more about Practical Charitable Planning.  Ms. Davidson, President of Davidson Gift Design in Bloomington, Indiana, has been a nationally recognized speaker in charitable gift planning for 30 years.

This program will help you achieve your clients' personal planning and charitable objectives by identifying who should consider charitable plans, when they should do so, and which assets they should contribute.  These plans can be built to maximize advantages by furthering estate, tax, retirement and financial planning goals during one's lifetime or after one's passing through estate planning.

This session will provide real-life scenarios for individuals of all levels of wealth.  Various charitable planning options will be highlighted to illustrate practical answers to client needs while maximizing tax advantages.

CE check in will begin at 7:30 am, Program from 8:00 - 10:00 am.

A complimentary breakfast will be served.  There is no charge to attend!

REGISTER BEFORE OCTOBER 13, 2017 by visiting CNYCF.org/PAEvents

For questions, please call Tom Griffith at 315-422-9538.

Please see the attached flyer for specific details regarding Continuing Education credits and for the speakers bio.