You Don't Have to Have a Multi-Millionaire To Do Your Next Successful Charitable Case
Speakers: Mike Owens, CLU, ChFC, RFC, Dwain Owens, CLU, ChFC
Year: 2019
Body of Knowledge:
Estate Planning/Wealth Transfer,
Charitable Planning/Strategies
Competence: Sales |
Level: Broad |
Session Rating: 4.45
During this session we will review 3 recent successful tax related charitable cases.
Session takeaways:
What was the conversation?
Why did they execute?
How can i do this?