This annual event is open to professional advisors from across the region who want to learn charitable planning strategies to help better advise their clients.  This event qualifies for 2 hours of CPE, CLE, or CFP continuing education credit.

Thursday, May 11, 2023

Featured Speaker: Jeremy Pharr, JD

Breakfast begins at 8:30am | Presentation from 9:00-11:00am

Idle Hour Country Club | Ballroom | 251 Idle Hour Drive | Macon

Please RSVP to rsvp@cfcga.org by May 3rd.

Qualifies for 2 hours of CPE, CLE or CFP continuing education credit.

Topic: Transferring Values through the Transfer of Valuables

Through this presentation, we will learn ways to introduce the concept of Charitable Estate Planning to our clients. We will begin by discussing a few basic estate planning concepts that will help all clients understand the need for planning and how things can often go wrong without both proper planning and proper understanding of how the plan works. We will then discuss some ideas that we can use to introduce the idea of integrating charitable planning into the broader estate plan. We will then conclude with some examples of how charitable estate planning can accomplish transferring the client’s values through the transfer of their valuables.

Hosted by:

Community Foundation of Central Georgia | Central Georgia Technical College Foundation | Central Georgia Estate Planning Council
Museum of Arts and Sciences | Museum of Aviation Foundation | Navicent Health Foundation