Estate & Charitable Planning Webinar

It’s National Estate Planning Awareness Week, and the American Endowment Foundation is hosting an introduction to estate planning that you should check out. Designed for individuals and their trusted advisors, this seminar will be a valuable first step in planning your life and legacy on purpose with purpose.

AEF logo for web

AEF is an independent charitable foundation that administers Donor Advised Funds.  (See my SlideShare presentation on donor advised funds)  AEF is a leader in providing useful tools and resources for the “middle-market” philanthropist.

In November, I will be speaking in Lancaster, Ohio with other professionals on this topic.  While this mini-conference is geared especially to farmers and business owners, any one is welcome.  Subscribe to this blog so that you can receive notification of the event date and registration information.

Posted on October 20, 2014, in Uncategorized. Bookmark the permalink. Leave a comment.

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