Seminar Information

The demand for advisors with these skills will continue to rise over the next 20 years, as trillions of dollars in assets are transferred from one generation to the next.

Tax-exempt planning is a vital tool for advisors working with clients wishing to preserve wealth for their heirs and wisely distribute their social capital through values-based estate planning.

Without tax-exempt planning, many estates will suffer from the confiscatory power of the IRS in the form of income, capital gains, estate and gift taxes.

IF YOU WISH TO PROPERLY SERVE YOUR HIGH-NET-WORTH CLIENTS, you must learn how and when to use both basic and sophisticated tax-exempt planning techniques. The ability to provide these powerful tax solutions is what will set you apart.

This continuing education seminar provides the tools you will need to attract and serve this important market segment. This seminar brings you leading planners together to share cutting edge strategies, tax-exempt planning techniques, and marketing ideas.

Come prepared to network with colleagues, meet the experienced and successful presenters, enjoy the beautiful setting and scrumptious food.

The casual workshop format is designed for interactive learning. Be part of this unique and enjoyable experience and take home skills and strategies you can put to use immediately.

Family Legacy Fund & Children’s Hospital & Research Center Foundation present Advanced Tax-Exempt Planning for the Professional Advisor Enhancing Lifestyle and Legacy
	TAX-EXEMPT PLANNING IS A HIGHLY SPECIALIZED FIELD.
A continuing education seminar on Innovative problem-solving strategies involving charitable techniques How to identify clients who will benefit from tax-exempt planning Investment considerations for tax-exempt trusts June 5 & 6, 2006 8:00 am - 4:00 pm University High Memorial Library CHILDREN’S HOSPITAL OAKLAND RESEARCH INSTITUTE 5800 Martin Luther King Jr. Way Oakland, CA F R E E PA R K I N G (enter on 58th Street)	The demand for advisors with these skills will continue to rise over the next 20 years, as trillions of dollars in assets are transferred from one generation to the next. Tax-exempt planning is a vital tool for advisors working with clients wishing to preserve wealth for their heirs and wisely distribute their social capital through values-based estate planning. Without tax-exempt planning, many estates will suffer from the confiscatory power of the IRS in the form of income, capital gains, estate and gift taxes. IF YOU WISH TO PROPERLY SERVE YOUR HIGH-NET-WORTH CLIENTS, you must learn how and when to use both basic and sophisticated tax-exempt planning techniques. The ability to provide these powerful tax solutions is what will set you apart. This continuing education seminar provides the tools you will need to attract and serve this important market segment. This seminar brings you leading planners together to share cutting edge strategies, tax-exempt planning techniques, and marketing ideas. Come prepared to network with colleagues, meet the experienced and successful presenters, enjoy the beautiful setting and scrumptious food. The casual workshop format is designed for interactive learning. Be part of this unique and enjoyable experience and take home skills and strategies you can put to use immediately.
2 days of CE credits: $190.
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