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DTSTART:20240313T123000Z
DTEND:20240313T133000Z
LOCATION:Via Zoom
UID:2503720240313T123000ZBreakfast Webinar: Creative Charitable Planning Strategies for 2024
DTSTAMP:20260420T095107Z
DESCRIPTION:\nWe are pleased to announce that [Dennis Ladd, Vice President and Charitable Planning Consultant at Fidelity Charitable®,] will be our guest speaker on the topic of ”Creative Charitable Planning Strategies for 2024” at our virtual “breakfast” meeting on Wednesday, March 13, 8:30 a.m. to 9:15 a.m. followed by networking from 9:15 a.m. to 9:30 a.m. \n \nHow are your clients giving to charity and could they be giving in more innovative ways? As their trusted advisor, you can introduce timely planning strategies for smarter philanthropy-strategies that maximize their charitable giving while potentially minimizing their tax exposure. Our presenter will discuss charitable planning approaches that target clients across different stages of life, from young investors to retirees. [Click here](https://www.epclfc.org/assets/Councils/LowerFairfield-CT/library/Dennis%20Ladd%20Bio.pdf) for speaker bio.\n \nGuest Attendees:\n \nThe guest fee is $50 to attend our breakfast webinars and guest attendance by a professional colleague is limited to two events (virtual and/or in person) within a two-year period. Eligible guests and professionals that work and/or live in Fairfield County can apply for EPC-LFC membership by completing a membership application, accessible on our website ([www.epclfc.org](http://www.epclfc.org/)). Questions regarding membership or the application process can be addressed by William Murray, CPA, CFF, ASA, ABV, 1st Vice President, Membership, at wmurray@mpival.com.\n \nFor registration details, please click on the document link below.\n \nPlease reserve a place for yourself and your guest(s) by completing and returning the tear sheet below no later than Monday, March 11.\n
SUMMARY:Breakfast Webinar: Creative Charitable Planning Strategies for 2024 - Estate Planning Council of Lower Fairfield County, Inc. 
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