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