Please join us as at our Annual Meeting on Wednesday, October 20, 2021

There is often a disconnect between how professional advisors and their clients perceive charitable giving conversations and we will explore ways to make the connection and strengthen client relations.  We will study the current trends in charitable giving and planning opportunities after the 2017 tax law changes, SECURE Act, CARES Act, and the Consolidation Appropriations Act.  We will take a deep dive into donor advised funds and discover how this vehicle can provide benefits to your clients.  We will conclude with discussing some best practices and hot charitable topics that you can share with your clients.

1 hour of CE credit will be provided for OH Insurance, CLE, CFP, CPE and PACE.

Click here for speaker bio, additional program information and outline.

TEPC Members - $35, Non-members - $75

ATTENDANCE POLICY: No refunds will be given unless you cancel prior to 5 business days before the event. No shows on the day of the event will be invoiced.