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9/15/2015
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When:
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Tuesday, September 15
12:00 noon pacific; 2:00 pm central, 3:00 pm eastern
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Online registration is closed.
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« Go to Upcoming Event List
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Join Steve Hamilton, JD, CLU, ChFC, Director, Advanced Consulting Group for Nationwide as he presents a charitable giving review with a focus on life insurance. Mr. Hamilton will cover different types of charitable gifts (outright, split interest, private foundations, life insurance) and explore techniques and strategies associated with each- however the focus is on charitable giving with life insurance. Specific strategies covered include:
- income taxation of outright and split interest gifts
- charitable gift annuities
- charitable remainder trusts
- pooled income funds
- gifting with life insurance
This webinar has been approved for 1 hour continuing education credit for the CFP, IMCA (CIMA, CPWA) and PACE (CAP, ChFC and CLU) designations.
About the presenter: Steve has over 30 years of experience in the financial services industry. Besides working in advanced sales, he has been a trust officer, a multi-line insurance agent and Senior Counsel in Compliance.
Steve earned his J.D. from William Mitchell College of Law and his Bachelor or Arts from Bethel College. He is a Chartered Financial Consultant and Chartered Life Underwriter.
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