PLEASE NOTE THAT CE CREDIT IS ONLY AVAILABLE FOR THE LIVE PRESENTATION
 

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 Information
Date Presented:
January 23, 2019 2:00 PM Eastern
Length:
57 minutes
FPA Member Price:
Free
Non-Member Price:
$49.00
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