Want to serve your clients better? Truman Heartland Community Foundation CE is always free, fun and informative.
Spring 2020 Seminar:
Thursday, May 14, 2020 from 8:30 – 11:30 a.m.
Location: Midwest Public Risk, 19400 East Valley View Parkway, Independence, MO 64055
Register for this Seminar
The SECURE Act and the Death of the Stretch IRA
8:30 - 10:30 a.m.
Presenter: Mike Martin, Martin Tax and Financial Services
How you help your clients’ reach their retirement and legacy planning goals will have a new layer of complexity with the passing of the SECURE Act. In addition to changing the Required Minimum Distribution start date, the new tax law effectively kills the stretch IRA. Local tax expert Mike Martin will provide insight into the implications of the SECURE Act, exemptions to the new rules and tax-smart strategies to help your clients plan for retirement in 2020 and beyond.
Mike Martin is a registered Financial Consultant, Accredited Tax Advisor and Enrolled Agent licensed to represent individuals in tax hearings before the IRS.
Donor Advised Friend or Foe in Legacy Planning
10:30 - 11:30 a.m.
Presenter: Phil Hanson, MPA, CAP®, Truman Heartland Community Foundation
While Donor Advised Funds have been under scrutiny by fundraising professionals in recent years, DAFs may help your clients achieve their charitable goals and provide a meaningful long-term impact for charities – especially when paired with traditional planned giving tools. Through illustrations and real-life examples of legacy planning with DAFs, you will learn how local DAF providers partner with donors, their professional advisors and favorite charities to maximize the impact of their gifts.
Phil Hanson holds a BA in Integrated Social Sciences from Rockhurst University and an MPA from UMKC and is a Chartered Advisor in Philanthropy (CAP®). He has been the President and CEO of Truman Heartland Community Foundation since 2010.
Continuing Education: (approval pending)
- Missouri Life/Health Insurance: 3 hours
- Missouri CLE: 3 hours
- CFP: 3 hours