Join Dean A. Mioli, CPA/PFS, CFP, CIMA, CLU, Director of Investment Planning for the SEI Advisor Network, to learn more about the opportunities a trust presents for your clients including the future direction of their assets, wealth distribution, and investment and tax strategies. Additionally, Dean will address how the current federal income tax system may affect your clients’ planning for trusts.


Level of Complexity: Intermediate

Course Objectives
  • Identify what trusts are appropriate for individual client needs
  • Apply year-round tax management through trust services
  • Summarize how the current federal income tax system may affect trust planning
Course Information
Date Presented:
April 18, 2018 2:00 PM Eastern
1 hour
Registration Fee:
The Renaissance in Charitable Trust Planning
Speaker Information
Dean A. Mioli, CFP, CPA/PFS, CIMA, CLU  [ view bio ]
Individual topic purchase: Selected
Financial Planning Association
CFP CE: 1.00
This course is no longer available for purchase.