ALABAMA ASSOCIATION OF CHARITABLE GIFT PLANNERS SEMINAR, MARCH 18, 2021

The New and Improved Insurance Gift: New Regs, New Products, New Philanthropic Opportunities, March 18, 2021

Seminar on best practices on using insurance policies as planned giving vehicles and a review of the recent changes to the regulations allowing new possibilities for charitable gift planning by Hamilton Poynor, President of Shades Creek Wealth Advisors