Charitable Remainder Trust Seminar
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filed under:
Donor Development
A professional training seminar on the use of Charitable Remainder Trust in the framework of gift planning and an introduction to Marillac Clinic and its community impact.
| What |
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|---|---|
| When |
Jun 10, 2010 from 07:30 AM to 10:00 AM |
| Where | Marillac Clinic: Lampert Room, 2nd Floor 2333 N 6th St, Grand Junction |
| Contact Phone | 298-2234 |
| Add event to calendar |
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This Free professional advisor seminar is provided for you by the Marillac Clinic and Board of Director's Dobnor Development Committee.
This seminar, Charitable Remainder Trust, will include topics such as:
- CRT Taxation
- Trust Types *with examples)
- Wealth Replacement Trusts
- Benefits of Gifting - relating to estate and gift taxes
The seminar presenter, Brad Felker, joined Hartford Life in October 2000 as an account executive. He assists financial advisors in providing business, estate and wealth transfer planning strategies to their best clients.
One hour CPE, CLE and CE credit available.
Complimentary full breakfast
RSVP: 298-2234
