EFPCSNJ November 18, 2021  Education Breakfast Meeting

"Planned Giving in 2021 and the Day After Tomorrow"


 Date: Thursday, November 18, 2021
Time: 8:00 am Breakfast, 8:30am - 9:30 am Educational Program
*****Location: Laurel Creek Country Club *****
Speakers:  Glenn Garbutt - Fidelity Charitable, Joe Kempter, Esq - Kulzer & DiPadova
Topic: Planned Giving in 2021 and the Day After Tomorrow
Cost: EFPCSNJ Members  - $30.00, Non-Members - $40.00

Program Description: 

Please join us for breakfast over an intriguing and timely conversation on Charitable Planning in 2021 and Tomorrow. Joe Kempter (Kulzer & DiPadova) and Glenn Garbutt (Fidelity Charitable) will provide legislative updates and review the primary tools and strategies for giving. Incorporating CRTs, CLTs, QCDs, Wealth Replacement Trusts, Foundations and Donor Advised Funds, join us for this moderated presentation followed by Q&A and of course networking on November 18th at 8:00AM at Laurel Creek Country Club.  For the benefit of others and for a little while longer (fingers crossed), please bring your most stylish mask.


Thank you to Our Sponsors:


www.archerlaw.com

www.scottcounsel.com

www.https://samaritannj.org

  CLICK HERE TO REGISTER NOW

We are applying for this meeting to qualify for the following CE credits:  

1.0 CPE credit (for CPAs), 1.0 CFP credits, NJ & PA CLE credits

Thank you to our CLE Sponsor: