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National Online CAP Study Group | Orientation Webinar
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Learn more about the CAP® designation and The National Online CAP Study Group by attending this free orientation webinar.

10/30/2014
When: Oct. 30
10:00 am PT; 12:00 pm CT: 1:00 pm ET
Where: Online
Presenter: Sally Alspaugh, CAP


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AiP and The American College are pleased to offer:
The National CAP® Online Study Group
Learn more about the CAP® designation and The National Online Study Group by attending this free orientation webinar.

Choose the date most convenient for you:
Monday, October 27, 2014
10:00 am PT; 12:00 pm CT: 1:00 pm ET
or
Thursday, October 30, 2014
10:00 am PT; 12:00 pm CT: 1:00 pm ET

Who should attend?
AiP Members, CAPs, and those you recommend (Please forward to friends of philanthropy)

All around the country, advisors and nonprofit professionals are coming together in CAP® Study Groups to build a network of trusted professionals who will work collaboratively to develop the vision of their clients and donors.Upon earning the CAP® designation, these professionals are equipped to take their seat at the planning table where wealthy families plan their legacies.

We have found that the time advisors and nonprofit professionals spend together sharing experiences, expertise and insights becomes the highlight of taking the CAP® courses in this setting. That’s why we are planning the first National CAP® Online Study Group, to engage professionals from many sides of the planning table in conversation. The Study Group is divided into three courses. Each course will meet virtually every other week for 5 sessions beginning January 2015. Upon completion of all three courses, participants can take the CAP® exam to earn their designation.

The orientation webinar will be led by Sally Alspaugh, CAP®. Ms. Alspaugh is also the Study Group Facilitator and has over 35 years of experience in financial planning, charitable gifting, and family legacy experience. She is nationally recognized for her ability to bring clarity and common sense to the complex issues of income and estate tax avoidance through philanthropic planning. She is also highly respected in the Cincinnati area for her work in family legacy building with high net worth clients.


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