Charitable Estate Planning Seminar for Professionals
The Fremont Area Community Foundation and the Fremont Area Medical Center Foundation are pleased to invite you and other legal, tax, life insurance and financial planning professionals to a Charitable Estate Planning seminar. Three hours of CLE or CFP credits can be earned by attending this course, and CPAs can submit seminar information for education credits.
Johnne Syverson from Syverson Strege & Company, West Des Moines, will be the presenter for this seminar. His topics will include:
- Comparing Charitable Gift Annuities to Charitable Remainder Trusts as a planning tool…pros/cons.
- Sustaining family wealth and unity across generations
- Interactive discussion of charitable estate planning Case Studies
You may also call the Fremont Area Community Foundation at 402-721-4252 or email info@facfoundation.org. Registration deadline is May 7, 2013.
Sponsored by Fremont National Bank & Trust
Date and Time
Tuesday May 14, 2013
9:00 AM - 12:00 PM CDT
Tuesday, May 14, 2013/9:00 a.m. - 12:00 p.m. (Registration begins at 8:30)
Location
Fremont Area Medical Center Health Park Plaza, 3rd Floor, 450 E. 23rd, Fremont ,NE
Fees/Admission
$25
Contact Information
Jessica Janssen
Send Email
