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NAEPC Webinar: What’s Trending in Charitable Planning – Tips for Advisors on Need to Know Strategies

Date: Wednesday, September 13, 2023
Time: 3:00pm - 4:00pm ET
Location: Webinar
Speaker: Paul M. Caspersen, CFP®, MS (Financial Planning & Taxation), AEP®, Thomas M. Griffith, ChFC®, CAP®, AEP®, and Ginger F. Mlakar, JD, CPA, AEP®

This webinar will delve into the specifics of charitable planning using retirement assets, focusing on Required Minimum Distributions (RMDs), Qualified Charitable Distributions (QCDs), and Donor Advised Funds (DAFs).

Advisors will be educated on how to effectively manage the gift agreement process, which involves the advisors often being the delicate liaisons between their clients and the charitable organizations.

Furthermore, the webinar will address a key component of future-focused philanthropy - getting the next generation involved. By discussing the challenges faced in this area and sharing inspiring success stories, our webinar aims to equip advisors with the insights and strategies needed to guide your clients toward engaging in philanthropy.

 

Paul Caspersen has 25 years of financial, estate, and chariable planning experience. Most recently, 2012-2022, Paul served as Assistant Vice President and Sr. Philanthropic Advisor at the University of Florida. He is the Founder of Planned Giving Interactive (PGI), a charitable planning software & consulting organization. Paul is also a national board member of NAEPC and in 2011 he published the book, "Direction Memo: How to Write a Letter of Instructions for Your Estate Plan," and is regularly published in peer-reviewed journals such as Trusts & Estates.

 

 

Tom Griffith is Vice President of Development for the Community Foundation of Central New York and has worked for the organization since 2013. Prior to joining the Community Foundation, Tom spent seven years as a financial advisor at First Command Financial Planning.  Prior to becoming an advisor, Tom was an officer in the United States Navy and a Department of Navy civilian working as a nuclear engineer and program manager at the Naval Nuclear Propulsion Program headquarters.  Tom is also a national board member of NAEPC, board officer of the Estate Planning Council of Central New York and is a member of the Financial Planning Association and the Upstate New York Planned Giving Council. 

 

 

Ginger Mlakar serves as in-house legal counsel for the Cleveland Foundation. She came to the Cleveland Foundation in July 2009 after 16 years practicing law in estate, trust and charitable gift planning and administration. She is also a certified public accountant. Ginger is an active fellow of the American College of Trust and Estate Counsel, and an Estate Planning, Trust and Probate Law Council member for the Ohio State Bar Association. She is also a national board member of NAEPC.

 

REGISTER HERE for the individual program. To purchase the 2023 webinar series, please click HERE.

See all upcoming and previous webinars

The Robert G. Alexander Webinar Series

The Robert G. Alexander Webinar Series was launched in September 2013 to provide estate planners with accessible, high quality, multi-disciplinary and supplemental education.  Programs typically take place on the second Wednesday of each month at 3:00 pm ET. 

Not able to attend on the live date and time? 
Register anyway! We'll send you a link to the webinar archive so you can view it at your own convenience.


Fees 

Registration is available for individual webinars or by purchasing a yearly series subscription, which offers access to all of the programs scheduled during the calendar year for one discounted fee.    

Individual Series Type
$40 $280 ($360 value) Accredited Estate Planner® designee or Estate Planning Law Specialist certificant
$40 $280 ($360 value) Student (available to a student who is enrolled either full or part time in an undergraduate or graduate program, majoring in the disciplines of legal, accounting, trust, insurance/financial planning, or philanthropy)
$60 $420 ($540 value) Member of an affiliated local estate planning council or at-large member of NAEPC
$100 $700 ($900 value) Non-member
$250 $1,125 ($2,250 value) Council meeting / group gathering (one feed to be shown in a single location to a group that has gathered together)
Additional feeds available for $25 per feed per webinar by contacting us after the initial registration.

To Register

  • Individual Program:  Click on "register here" on the page associated with the program you will be attending live or on-demand. ​
  • Series Subscription: REGISTER FOR THE SERIES.  We will send you an email after your registration has been processed with instructions about how to obtain log-in credentials for each program.  

For Our Councils

NAEPC understands that councils want and need compelling virtual programming options to supplement their regular calendar of events. To accommodate this need, NAEPC is offering affiliated councils on-demand* access to any four webinars for a reduced cost of $400. Choose the "Pro-Rated Group Gathering" option on the online registration form and we will contact you promptly for your selections and to provide the program links and accompanying materials.  

Councils that wish to offer continuing education credit must become the provider with their state and/or governing body.

*NAEPC will provide a website link and password to the recorded version of each webinar you choose, which can be used to show the program to council members and guests who have gathered together in person or on a virtual meeting. Please allow up to three business days after the live webinar to receive the link to the recorded program. 


Continuing Education Credit

Continuing education credit is available at most webinars for Accredited Estate Planner® designees.  In addition, a general certificate of completion will be available for those who feel the program satisfies their continuing education requirements and are able to self-file.  It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.  Please contact webinars@naepc.org prior to attending your first program if you have any questions with regard to the availability of credit. 


Event Conduct Policy

By registering, all attendees agree to follow the NAEPC Event Conduct Policy at each webinar.


Questions  

Download the handy webinar FAQ page, email us, or phone the national office at 866-226-2224.

See Upcoming Event Calendar