Charitable gift planning is often an overlooked part of professional advising that can benefit both your clients and your business tremendously. But when is the right time to utilize these gifting vehicles. Join us for an in-depth look at scholarships and donor advised funds with real life case studies and illustrations with President and CEO of Truman Heartland Community Foundation Phillip Hanson, MPA.
The combination of charitable intent and life insurance make for an extremely effective and powerful combination. Where does an advisor begin in looking at approaching this subject with a client? What do you need to bring to the attention of a client? Rick Henks, a former recipient of the Paul M. Thomson Professional Advisor of the Year award, will answer these questions and more as he shares his years of experiences and case studies from his career as a financial advisor.
Attendees of the Fall 2017 Advisor Seminar will learn about: