We are confident this FREE webinar will be the best use of your time you'll spend all year. Why are we so sure?
Because we've been leaders in charitable giving strategies, advice and assistance to financial advisors and attorneys since 1983. We are innovators of planned giving training, technology and techniques! For example,
- Working with the IRS in 1983, we created the first planned giving software in the country, to assist planners in making decisions quickly
- In 1990, we were the creators of the use of the commercial annuity as a CRUT investment in order to allow clients to control the distribution of their income to coincide with their needs! And this technique most advisors aren't aware of, still STANDS TODAY!
- We created the Planned Giving Design Center in 1998 to provide advisors with the latest in planned giving thinking/solutions...and the law.
- We've worked on over 350 family estate plans incorporating charitable planning for high net worth clients with estates exceeding $10,000,000 each.
(Note- This event is a cutting edge Planned Giving lesson, intended for both the beginner and experienced Planned Giving professionals!)
The information is FREE, so what have you got to lose by attending? The worst case scenario is you'll know more than you do today...having immediately useful and actionable information! Don't hate yourself for missing out on...what you may be missing out on.
No matter how much you know about Planned Giving, we have high-level material you can learn from us that will make big increases in your technical knowledge, practice development and personal satisfaction. (Information you won't get anywhere else!)
We look forward to speaking with you soon!
Lee Hoffman, Founder of PhilanthroTec, Planned Giving Design Center, LLC and EzCharitable, LLC
Randy Fox, Editor in Chief, Planned Giving Design Center, Founder of EzCharitable, LLC