FREMONT, NE – Area professional advisors will learn how a philanthropy-based approach to estate planning offers creative and unique opportunities to help achieve their clients’ financial goals during a Charitable Estate Planning Seminar for Professionals on Wednesday, August 20th.
Cohosted by the Fremont Area Community Foundation and the Fremont Health Foundation, the seminar will be held at Fremont Health’s Health Park Plaza in the 3rd Floor Auditorium from 12:00-4:00 p.m. with lunch provided. The registration fee is $25.
Johnne Syverson from Syverson Strege & Company in West Des Moines will be the presenter for this seminar. Syverson specializes in values-based planning for high net worth families, a process that incorporates their philanthropic values into the traditional financial and estate planning process. He also serves as a resource to other professionals in the area of advanced estate and charitable tax planning.
Seminar topics include:
- CRT vs. CLT – Alphabet Soup or Planned Giving Nirvana? Learn the technical and practical differences between these two estate planning tools and how and when to use them.
- Getting Your Way vs. Getting What You Really Want. Oftentimes estate planning involves not just an individual but also family members, business partners, advisors and others. Learn key concepts, strategies and tools for encouraging productive communication and facilitating ongoing relationships.
- Real Live Philanthropic Case Studies. Examine actual cases where philanthropic planning allowed clients to achieve their objectives for themselves, their families and their communities.
The seminar is open to all area professional advisors. Three hours of CLE and CFP continuing education credits are available, and accountants can submit seminar information for credits as well. Anyone who wishes to register may do so by visiting the following website: http://www.facfoundation.org/profadv.html, or calling 402-721-4252.
About the Fremont Area Community Foundation:
Founded in 1980 with a single estate gift, the Fremont Area Community Foundation connects donors, nonprofits and community leaders with the needs of the community, creating positive local impact. Over the life of the Foundation so far, more than $15 million has been distributed throughout Fremont and the greater Dodge County area in the form of scholarships and grants in five areas of interest including arts and culture, civic improvement, education, health and recreation, and social services. For more information about the Fremont Area Community Foundation, call 402-721-4252 or visit www.facfoundation.org.
About the Fremont Health Foundation:
Guided by its mission to enhance and expand the services of Fremont Health Medical Center, the Fremont Health Foundation is an important source of funding for the Medical Center. A non-profit organization founded in 1976, the Fremont Health Foundation provides dollars that are vital for the enhancement and expansion of the Medical Center.
Melissa Diers, Executive Director