Want to serve your clients better? Truman Heartland Community Foundation CE is always free, fun and informative.
Webinar: Spring 2020 Complimentary CE
Thursday, June 4, 2020 from 8:30 – 11:30 a.m.
Location: At your desk! Webinar access instructions provided after registration.
The New Rules: The SECURE Act, CARES Act and Charitable Giving
8:30 - 10:30 a.m.
Presenter: Mike Martin, Martin Tax and Financial Services
This is shaping up to be an unprecedented year for financial planning. In addition to the passage of the SECURE Act, new provisions through the CARES Act add a layer of complexity and opportunity for helping your clients reach their retirement and legacy planning goals. Local tax expert Mike Martin will provide insight into the implications of the both acts, exemptions to the new rules and tax-smart strategies to help your clients plan for 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.
- 3 hours Missouri CLE
- 3 hours CFP
- 3 hours Missouri Life/Health Insurance (self-study credit)