Charitable Solutions for Estate Planning

3180 West Market Street,Akron OH 44333

17 November, 2022

Description

Up to 1.5 hours of continuing education credit will be available. Featured Presentations: Creative Planning With Gifts of Personal Property by Joseph O. Bull, J.D., founder of Philanthropy Advisory Counsel LLC Did you know the average American home has more than 300,000 items of personal property? As your clients age and begin the process of downsizing, consider how you can help them dispose of the excess. One option that very few people consider is making a charitable gift of their more valuable items. This seminar will explore what your clients can give away, how they can do it, and the pitfalls that need to be avoided by both your client and the charity. Case Studies in the Psychology of Deferred Giving by Gregory R. Bean, J.D., of counsel at Stark & Knoll Co. LPA Gain insights as Greg shares lessons from his real-life experiences with helping clients create a lasting legacy through their estate plans. This session will explore the psychology behind deferred giving and address the most effective ways to broach the subject of charitable giving with your clients. Plus, be one of the first to hear about Akron Community Foundation's new strategic plan and how we're partnering with local advisors to transform the landscape of planned giving in Summit and Medina counties. Presented in partnership with the Professional Advisor Council of Akron Community Foundation.Continuing education applications have been submitted to the Ohio Department of Insurance, the Certified Financial Planner Board of Standards Inc., and The Supreme Court of Ohio. Accountancy credits will be self-reporting.Important COVID-19 Reminders: Event guidelines will comply with all current CDC, state and local regulations. Please do not attend if you have any symptoms of COVID-19 or have tested positive within the last five days. For more information, please visit the CDC website.Questions? Contact Laura Lederer at 330-436-5611 or [email protected].