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The 23rd Annual Estate and Charitable Gift Planning Institute

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The Salvation Army, Golden State Division, Office of Planned Giving and The Community Foundation for Monterey County are pleased to offer the 23rd Annual Estate & Charitable Gift Planning Institute LIVE webcast on Monday, September 21st, 2015 at 7:00am to 1:30pm. Participants are eligible to receive up to 6 hours of LIVE MCLE, CFP, CPE and CTFA credit (Pending).


Please join us as we discuss how recent developments affect our thinking about current estate plans and planning tools, as well as:
- Ethical crossroads in designing and implementing plans
- Recent developments in tax and case law
- Charitable planning in the current environment
- Determing which strategies to adopt and adapt.
The Estate & Charitable Gift Planning Institute webcasts are designed to display educational presentations made by national experts on topical issues. Absolutely no solicitations will be made from attendees.

  Event Details The 23rd Annual ECGPI ** AGENDA** Monterey

Where When Contact
Community Foundation for Monterey County
2354 Garden Road
Monterey, CA. 93940
(800) 944-9677

Map It
Monday, September 21, 2015
7:00 a.m. to 1:30 p.m.
Solange Hansen
(415) 503-2737
solange.hansen@usw.salvationarmy.org

Registration Information Fees Accommodations
Early Bird Registration for $35 is available prior to September 14th.
Late registration, $50 on/after September 14th.
SPACE IS LIMITED, REGISTER EARLY!
Regular Registration: $50.00
The Community Foundation for Monterey County is located near the Monterey Regional Airport. There is ample free parking.

Breakfast and hot lunch will be provided.


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