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Hosted by Fairfield County Chapter of FPA Connecticut

Charitable Planning Essentials & What Every Financial Advisor Should Know About Estate Planning in 2018 and Beyond


Don't Miss our October 17th Dinner Meeting!

Charitable Planning Essentials
(this presentation has been accepted by CFP Board for 1 CFP CEU)
Margot Kearney Navins, CAPĀ®
Vice President, Charitable Planning Consultant, Fidelity Charitable

This one-hour presentation will explore how to incorporate charitable planning into an advisor's practice in order to deepen engagement with existing clients and meet the growing client demand for strategic philanthropic solutions. Our presenter, Margot Kearney Navins, who serves as a charitable planning resource to advisors and their clients in the tri-state area, will also discuss how to include charitable giving as part of a holistic planning conversation with clients who wish to preserve their wealth and leave a legacy, as well as maximize giving while minimizing taxes.

Learning Objective(s): At the end of this session, attendees will (1) Recognize charitable scenarios/ opportunities, (2) Understand common charitable vehicles, contributable assets, and tax implications, (3) Know best practices from real-life case studies on how to have a charitable conversation, and (4) Have resources for aiding clients with charity selection and granting tools.
Level of Complexity: Intermediate

What Every Financial Advisor Should Know About Estate Planning in 2018 and Beyond
(this presentation has been accepted by CFP Board for 1 CFP CEU)
John N. Massih, Esq., Massih Law, LLC

This session presented by Elder Law, Estate and Special Needs Planning, and Health Care Attorney John H. Massih will update attendees on the new estate planning laws and the Power of Attorney Act affecting your clients. Also discussed will be incapacity planning, including Revocable Living Trusts and Irrevocable Trusts and Life Estates, and tax ramifications to be considered. John will also talk about practical after-death planning and asset protection for heirs.

Learning Objective(s): At the end of this session, attendees will learn (1) What you should be addressing with clients with respect to their estate planning, (2) How incapacity planning has become the biggest issue for many clients and how to solve the problems that arise, (3) The impact of the Connecticut Uniform Power of Attorney Act on clients - a practical review, and (4) The 3 most common reasons estate plans fail - at least one of these is most likely not what you think!
Level of Complexity: Intermediate

Click on "more event details" for registration details and speaker bios.

More Event Details

Wednesday, October 17, 2018
5:30 PM - 8:00 PM

Location

Giovanni's (The Waters Edge)
2748 Post Road
Darien   CT   06820
(203)325-9979
 
Website for Location





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Program Sponsorship Fee $600.00
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