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26 Oct 2023
26 Oct 2023

Charitable Planning 2023

8 am to 12 pm
1523 Foundation Way NE, Corydon, Indiana 47112

  • Price: FREE
The Foundation and Mason Investment Advisory Services Inc. are partnering to provide a high-quality continuing education opportunity for local Professional Advisors on Thursday, October 26, 2023, from 8 am to 12 pm. Topics will include “How to Talk with Your Clients about Death and Taxes,” “Charitable Planning in 2023 and Changes Resulting from the SECURE Acts and the CARE Acts” plus “Ethical Considerations in Talking with Clients about Charitable Options.” The presenter will be Laura Hanson Dean, Attorney at Law, and one of the most experienced and knowledgeable charitable gift planners in the country. Pending continuing education credits include CPE, ChFC ©, CTFA, and legal education.
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