April 25, 2019
Strategies for Charitable Giving: Beyond the Basics
Speaker: Scott G. Beattie, JD, LLM,Beattie & Aghazarian, LLP
For more information and to register click here.
October 27, 2016
Fundamentals of Planned Giving Part 2
Speaker: Craig Wruck
Summary: Yes the ever popular Craig Wruck will be bringing his "Planned Giving in A Nutshell" sessions back to us in a 2 part series. Craig will be live in both events this year! All those registered will receive FREE the current edition of his book "Planned Giving in A Nutshell".
- Basic Planned Giving Methods: Testamentary Gifts, Probate, Bequests, Life Insurance, Donor Advised Funds, Qualified Retirement Plans
- Advanced Planned Giving Methods: Life Income Gifts, Charitable Gift Annuities, State Regulation, Charitable Remainder Trusts, Retained Life Estates
2030 W. El Camino Ave
Sacramento, CA 95833
Lunch and snacks during breaks will be provided