CE Available - "The Charitable Gift Planning Guide to the SECURE Act"

Date: Thursday, March 16, 2023
Time: 8:00am - 10:00am
Location: One Daytona Blvd, Daytona 500 Room, Daytona Beach
Speaker: Paul Caspersen CFP, MS, AEP

Registered for this event? Login now to view additional event details.

Please join us as Paul Caspesen, CFP®, MS, AEP talks to us on "The Charitable Gift Planning Guide to the SECURE Act". 

Paul brings complex financial thinking to the charitable planning field.  As a Certified Financial Planner, Paul has 26 years of financial, estate and charitable planning experience.  Between 2012-2022 he served as Asst. Vice President and Sr. Philanthropic Advisor at the University of Florida, where his Gift Planning team closed $1.25 billion in deferred gifts and outright gifts of complex assets.  

Paul is the founder of Planned Giving Interactive (PGI) a charitable planning software and consulting organization.  He is also a national board member of The National Association of Estate Planners & Councils which has over 270 member est planning councils and provides services to their estimated 30,000 individual members.  


1 hour CE Credit is available for this presentation for CFP, CLE, CPA and CFTA

See Upcoming Event Calendar