Inside Giving Advisor Webinar - Legacy Starts Now - Watch Party

3900 Barrett Drive,Raleigh NC 27609

09 February, 2022

Description

Inside Giving Webinar Series - Legacy Starts Now - Watch Party at NCF Carolinas Raleigh Office. Get CFP & CKA credit for attending! NCF Carolinas Raleigh Office is hosting a watch party for our first quarter webinar in the Inside Giving Webinar Series titled Legacy Starts Now! Join us in the office training center for refreshments while you attend with colleagues. Do you want to help your clients build thriving family legacies during the largest wealth transfer in history? Now you can by leveraging traditional wealth transfer plans with advanced charitable strategies to ignite the generosity of future generations. Find out how in this webinar that's part of our Inside Giving series for professional advisors from the charitable giving experts at NCF: When: Wednesday, February 9, 2022 from 3-4:30 pm EST. What: This webinar will examine the technical considerations, the tax and legal aspects, and the opportunities that arise when charitable giving is strategically integrated into traditional family wealth transfer planning. The 90-minute presentation includes a case study application and Q&A. Who: Hosted by Jeanne McMains, NCF’s Senior Vice President of Complex Gift Solutions and Rachael Watson, Gift Planning Attorney at NCF. Why: Gain technical expertise while you earn 1.5 hours of CFP® and CKA® credit. With a wealth transfer strategy that includes charitable giving, you can help your clients potentially enjoy more tax savings and ignite generational generosity as they reach their financial and charitable goals. RSVP below here on Eventbrite to reserve your spot and attend this webinar in person at the Raleigh Office - Mission Triangle/NCF Carolinas Training Center. Refreshments will be provided on-site for all attendees. If you can't join us in-person at the office, you can watch in a location convenient to you. Register here for the individual link: https://ncfgiving.zoom.us/webinar/register/WN_sjZXiQHfQ2KimD4Usidmew