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DTSTART:20230316T120000Z
DTEND:20230316T140000Z
LOCATION:One Daytona Blvd, Daytona 500 Room, Daytona Beach
UID:2386520230316T120000ZCE Available - "The Charitable Gift Planning Guide to the SECURE Act"
DTSTAMP:20260511T091513Z
DESCRIPTION:\nPlease join us as Paul Caspesen, CFP®, MS, AEP talks to us on "The Charitable Gift Planning Guide to the SECURE Act".  \n \nPaul 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.  \n \nPaul 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.  \n \n \n \n1 hour CE Credit is available for this presentation for CFP, CLE, CPA and CFTA\n
SUMMARY:CE Available - "The Charitable Gift Planning Guide to the SECURE Act" - Estate Planning Council of The Fun Coast 
PRIORITY:3
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DESCRIPTION:Reminder
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