JOIN YOUR CENTRAL IOWA CHAPTER for the December 12th meeting
Sponsored by 
Where
Des Moines Golf and Country Club1600 Jordan Creek Parkway
West Des Moines, IA 50266
Driving Directions
Contact
Kathy MountainFSP Central Iowa Chapter
515-321-7355
fspexec@netins.net
Register Today for the December 12th FSP Meeting
"CHARITABLE PLANNING STRATEGIES
with TAX HEAVY ASSETS"
with Johni Hays, JD
1 hour CE approved for Insurance, CFP and CLE
Attendees will learn:
n Gift planning with IRAs and qualified retirement plans including
Types of qualified plans;
Options for account holder - Lifetime gifts to either individuals or charity, Leave to family at death, Leave to charity at death;
Lifetime gifts - Tax issues, Charitable IRA rollover legislation (originally enacted from the Pension Protection Act of 2006) will only be covered if the legislation is extended through 2012 by the time of the seminar.
Leave: to family at death; to charity at death; to a charitable remainder trust at death; to a charitable lead trust at death; to a pooled income fund at death.
n Gift planning with saving bonds
Why savings bonds are popular with donors;
Where to find more information on savings bonds;
Options for bond owner;
Lifetime gifts;
Leave to family at death;
Leave to charity at death
n Gift planning with commercial annuities
Types of commercial annuities;
Why commercial annuities are popular assets with seniors;
Lifetime gift of an annuity;
Leave to family at death;
Leave to charity at death;
Leave to a charitable remainder trust at death.
n Where/how to find additional resources