SPEAKER: Cathy Sheffield
COURSE OBJECTIVE: Upon completion of this session, participants will be able to:
1. Understand and incorporate blended gift opportunities to maximize their client’s resources to fulfill their philanthropic goals.
2. Include counseling on key talking points for blended gift conversations and establish a checklist to identify when the conversation is appropriate.
SPEAKER: William Sutton
COURSE OBJECTIVE: Strategies to successfully transfer wealth to the next generation. Planning for philanthropy, being strategic in your giving strategy, investing in change and partnering with like-minded peers and experts to design your lasting legacy.
SPEAKER: Greg Sperry
COURSE OBJECTIVE: This session focuses on innovative planning where advisors can bring significant value to generous, affluent families. These include (1) subsidiary planning when giving interest in a business enterprise (2) excess business holding solutions to allow a long-term hold of charitable interest in a business enterprise and (3) charitable gift annuities when selling interest in an s-corporation.