Charitable Planning/Strategies

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Back-Loaded CLATs: A Shark’s Fin or A Fabulous Gift?
Speakers: Mark Teitelbaum, Robert D. Stuchiner, CLU, ChFC
Competence: Technical | Level: Advanced | Session Rating: 4.58 | Year: 2018
Categories: Estate Planning/Wealth Transfer, Charitable Planning/Strategies
Recording Type: Breakout Sessions
Best Forum Study Group Ideas (PDF PPT ONLY)
Speakers: Alan C. Kifer, Kenneth Byers, Stuart Farber
Competence: Technical | Level: Advanced | Session Rating: 4.67 | Year: 2012
Categories: Estate Planning/Wealth Transfer, Charitable Planning/Strategies
Recording Type: General Session
Moving Clients from "Charitable Giving 101" to "Charitable Giving 401," While Creating Sizeable Life Insurance Opportunities (PDF PPT ONLY)
Speakers: Alan Pratt
Competence: Technical | Level: Broad | Session Rating: 4.01 | Year: 2012
Categories: Estate Planning/Wealth Transfer, Charitable Planning/Strategies
Recording Type: General Session
New Insurance Sales from Charitable Planning (PDF PPT ONLY)
Speakers: Scott Schoettlin
Competence: Sales | Level: Broad | Session Rating: | Year: 2012
Categories: Estate Planning/Wealth Transfer, Charitable Planning/Strategies
Recording Type: General Session
New Opportunities in Existing CRTs (PDF PPT ONLY)
Speakers: Evan Unzelman, James Dyer
Competence: Technical | Level: Broad | Session Rating: 4.59 | Year: 2011
Categories: Estate Planning/Wealth Transfer, Charitable Planning/Strategies
Recording Type: General Session
Philanthropic Planning: Where Do We Go From Here?
Speakers: Scott Schoettlin
Competence: Technical | Level: Advanced | Session Rating: 4.33 | Year: 2013
Categories: Estate Planning/Wealth Transfer, Charitable Planning/Strategies
Recording Type: General Session
The Power of Leveraging Charitable Remainder Trust: Your Secret Weapon Against the War on Wealth (PDF PPT ONLY)
Speakers: Daniel Nigito
Competence: Technical | Level: Broad | Session Rating: 4.16 | Year: 2011
Categories: Estate Planning/Wealth Transfer, Charitable Planning/Strategies
Recording Type: Breakout Sessions
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
Competence: Sales | Level: Broad | Session Rating: 4.45 | Year: 2019
Categories: Estate Planning/Wealth Transfer, Charitable Planning/Strategies
Recording Type: Breakout Sessions

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