“Charitable, Gift and Estate Family Focused Planning in the Current Environment”
Date: Thursday, June 25, 2020
Time: 12:00pm - 1:30pm
Location: Webinar
Speaker: Carl C. Fiore, Joseph Karczewski and Joseph P. Toce Jr and Paige Goepfert, Moderator
This presentation will focus on charitable, gift and estate, and income tax planning in the current environment. While not concentrating directly on COVID-19, the program will address planning in these areas, taking into account current economic conditions and concerns at least partly created by the pandemic. The presenters will also discuss some of their own client experiences relating to these topics.
Speakers: Carl C. Fiore, Joseph Karczewski and Joseph P. Toce Jr, Andersen
Moderator: Paige Goepfert, Andersen
This course is pending approval of continuing education credit for CFP, CLE, CPA/CPE, CPWA, CTFA and Insurance
