2021 Charitable Gift Planners of Northeast Indiana Events
2021 CGPNI Programs
February 16, 2021- Michael D. Wilhelm of DeFur Voran LLP- Webinar
"Explanation and discussion of The Secure Act" Noon- 1 p.m.
March 16, 2021- Kate Borkowski of Arrow Fiduciary Services, Indianapolis- Webinar
"Probate Roadmap for Charitable Beneficiaries"
April 20, 2021- Eve Colchin and Kiley Tate-Potts Webinar- Planned Giving Panel Discussion
"Gift Acceptance Policy and Planned Giving Vehicles"
August 17, 2021- Able vs. Special Need Trusts/Ethics Webinar
September 14, 2021- Adding Value to the Estate Planning Process. How to council clients, build trust with clients, and best approach Gen X and Baby Boomers.
October 12, 2021- The Role that Gender Plays in Wealth Management
November 5, 2021- Planned Giving Seminar
Programming is held from Noon-1pm.
Starting in August, you can attend meetings in-person at the Rescue Mission
or virtually through Zoom.
Write A Will Week
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Dates for the 2021 Write A Will event are October 18, 2021 through October 22, 2021. Contact Paul Neill for more information at 260-310-6653.
To participate, please complete the form below. Thank you to our generous sponsor Senior Life! |
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