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April 18, 2018 - FPA Webinar - The Renaissance in Charitable Trust Planning
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4/18/2018
When: Wednesday, April 18, 2018
2:00 PM - 3:00 PM

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FPA Webinar: The Renaissance in Charitable Trust Planning


PLEASE NOTE THAT CE CREDIT IS ONLY AVAILABLE FOR THE LIVE PRESENTATION

Join Dean A. Mioli, CPA/PFS, CFP®, CIMA®, CLU, Director of Investment Planning for the SEI Advisor Network, to learn more about the opportunities a trust presents for your clients including the future direction of their assets, wealth distribution, and investment and tax strategies. Additionally, Dean will address how the current federal income tax system may affect your clients’ planning for trusts.

Course Objectives
* Identify what trusts are appropriate for individual client needs
* Apply year-round tax management through trust services
* Summarize how the current federal income tax system may affect trust planning

Event Information

Start Time: April 18, 2018 2:00 PM Eastern

Estimated Length: 1 hour

FPA Member Price: Free
Non-Member Price: $49.00

Click here for more information and to register.

 

FPA Philadelphia Tri-State Area
P.O. Box 38
Fairless Hills, PA 19030
Phone: 215.295.0729 Contact Us