Demystifying Cryptocurrency & Other Unique Assets: Estate & Gift Planning Considerations
Schedule:
11:15 a.m. - 11:45 a.m. | Registration & Networking
11:45 a.m. - 12:15 p.m. | Lunch served
12:15 p.m. - 1:15 p.m. | Program
Guest Speaker: Shanise Evans, JD, MBA
Presentation Description: Cryptocurrency has become a hot topic in recent years. For advisors in the estate and gift planning worlds, assisting donors and clients to navigate the options for giving and transferring these assets has become critical. This presentation will provide a basic understanding of cryptocurrency and other unique assets, such as non-fungible tokens.
Speaker Bio:
Shanise Evans focuses on helping families and business owners have peace of mind that their values, wealth, and legacy are protected today and for years to come. With over 21 years of experience, she excels in guiding her clients through the maze of financial and legal decisions to enable them to effectively plan and reach their goals.
Continuing Education:
MCLE – Demystifying Cryptocurrency & Other Unique Assets: Estate & Gift Planning Considerations is approved for 1.2 total hours, including 0.0 ethics hours and 0.0 elimination of bias hours.
CFRE – Full participation in Demystifying Cryptocurrency & Other Unique Assets: Estate & Gift Planning Considerations is applicable for 1.0 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.
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