Want to Serve Your Clients Better?
Truman Heartland Community Foundation CE is always free, fun and informative.
Tuesday, May 16, 9 am - Noon
Helping Your Clients with Their Charitable Planning Options
Looking out for your client's best interests during estate planning may include charitable options, even when your client isn't currently charitable. Scott will provide insights into having the cahritable discussion with clients while discussing tax considerations, life insurance adn gifitn options that can provide for family such as charitable gift annuities, charitable remainder trusts and donor advised funds.
Continuing Education (approval pending)
3 hours - Missouri CLE
3 hours - CFP
3 hours - Missouri Life/Health Insurance CE
Presenter - Scott Blakesley, Spencer Fane LLP
Scott Blakesley is a partner and leader of the Spencer Fane Kansas City estate planning group. Scott's practice involves all areas of estate planning and trust and estate administration, including family-owned businesses, planning for multiple generations, charitable gift planning, tax-exempt organizations, estate and gift tax planning, and general advice and counseling for family members involved in business and estate planning.
Midwest Public Risk
19400 East Valley View Parkway
Independence, MO 64055
As always, this is a FREE event for Professional Advisors.
For more information, contact Shannon Sundberg.