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DTSTART:20171019T113000Z
DTEND:20171019T140000Z
LOCATION:Crowne Plaza Syracuse, 701 E. Genesee St., Syracuse, NY 13210
UID:1540120171019T113000ZCNY Community Foundation Event: Practical Charitable Planning
DTSTAMP:20260526T184241Z
DESCRIPTION:\nJoin 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.\n \nThis 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.\n \nThis 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.\n \nCE check in will begin at 7:30 am, Program from 8:00 - 10:00 am.\n \nA complimentary breakfast will be served.  There is no charge to attend!\n \nREGISTER BEFORE OCTOBER 13, 2017 by visiting [CNYCF.org/PAEvents](https://cnycf.org/paevents)\n \nFor questions, please call Tom Griffith at 315-422-9538.\n \nPlease see the attached flyer for specific details regarding Continuing Education credits and for the speakers bio.\n
SUMMARY:CNY Community Foundation Event: Practical Charitable Planning - Estate Planning Council of Central New York 
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