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October 2020

Savvy Legacy Planning

October 29 @ 12:30 pm - 1:30 pm CDT
Online
Free

Learn how to safeguard your estate and protect your loved ones from—ahem—themselves. Set up your estate plan to minimize arguments, strange loopholes, and cumbersome maintenance. Get an overview of several types of trusts and funds that will allow you to limit or strategically time cash disbursements to avoid giving loved ones more than they’ll be able to handle. Speakers Coming soon!

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November 2020

Charitable Trusts: Beyond Alphabet Soup

November 12 @ 11:00 am - 12:00 pm CST
Online
Free

When it comes to charitable trusts, there are so many acronyms it can seem like a very confusing bowl of alphabet soup! From charitable remainder unitrusts (CRUTs) to charitable remainder annuity trusts (CRATs) and charitable lead annuity trusts (CLATs) to charity lead unitrusts (CLUTs), we'll give you an overview so you understand the differences between these powerful tools and can have educated conversations with your donors. Speakers Jennifer Nohelty – Founder, CEO, & Senior Gift Planning Counselor Jennifer is a…

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December 2020

Executors, Trustees, and Personal Representatives…Oh My!

December 3 @ 12:30 pm - 1:30 pm CST
Online
Free

Were you named in a loved one’s estate and trying to figure out what comes next--or do you need to choose these key individuals for your own estate? Learn the differences between these key roles, basic lingo you’ll need to know as you carry out a loved one’s wishes or articulate your own, and ideas for keeping yourself organized—and sane—along the way. Speakers Coming Soon!

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