October Dinner Meeting
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WELCOME TO NAIFA MEMBERS!
OVERVIEW:
Join us for an insightful session on how planned giving can benefit clients and help them leave a lasting legacy. Panelists will discuss gifting tools, like directed retirement accounts, donor advised funds, charitable lead trusts, charitable remainder trusts, and charitable foundations. They will also discuss key questions and features regarding someone's philanthropic goals. Don’t miss this chance to increase knowledge in an area that will benefit everyone.
PANELISTS:
- Elijah Keyes, J.D., LL.M. - Certified Estate Planning Attorney
- Shane Jacksteit, CFP, CAP, AAMS, CRPC - Financial Advisor
AGENDA
5:30pm - Networking (cash bar)
6:15pm - Dinner Buffet
6:45pm - SCCEPC Meeting / Sponsor & Partner Recognition
7:00pm - Charitable Giving & Financial Strategies by Elijah Keyes and Shane Jacksteit
8:00pm - Concluding Remarks
REGISTRATION FEES
Fees are the same for in-person or online attendance.
SCCEPC Premier Members - No Fee (included in annual dues)
SCCEPC or NAIFA Members - $70
First Time Guest - $80
Return Guest - $100
QUESTIONS?
Contact Danielle@SCCEPC.org
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