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BEGIN:VEVENT
DTSTART:20170131T211500Z
DTEND:20170131T231500Z
LOCATION:Wolferts Roost Country Club
UID:1415220170131T211500ZMeeting Client Goals with Charitable Gift Planning
DTSTAMP:20260429T222626Z
DESCRIPTION:\nMeeting Client Goals with Charitable Gift Planning\n \nIn this training session, Brian will discuss changing client demographics and how up and coming generational cohorts require a change a change in your practice, particularly as it relates to charitable gift planning. He will then review the most common financial planning goals which charitably-minded clients can solve through charitable gift planning. For each goal, Brian will present several different giving tools to meet the personal planning need while also supporting charities of the client’s choice.   \n \nLearning Objectives:\n Explain shifting generational cohorts and their impact on your practice. Identify personal planning goals which can be solved through charitable giving. Provide an overview of different charitable giving tools and their application. Simplify/demystify charitable giving techniques to assure you that you can put them to use in your practice.
SUMMARY:Meeting Client Goals with Charitable Gift Planning - Estate Planning Council of Eastern New York, Inc. 
PRIORITY:3
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TRIGGER:PT18H
ACTION:DISPLAY
DESCRIPTION:Reminder
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