Statewide
Earn Free CE with our 2024 Philanthropy Forum Webinars
Earn continuing education credits and keep informed on the latest developments in charitable giving and tax law as you learn from nationally-recognized experts. Philanthropy Forums are provided via webinar and provide topics of interests to attorneys, CPAs and wealth managers.
The Spheres of Influence and Impact in Philanthropy
With Dien Yuen
Wednesday, April 24, 2024 12 - 1:30 pm | FREE
$84.4 trillion will be transferred between 2021 and 2045. 86% is expected to go to heirs, while the remainder will go to charity. In this presentation, we will look at the influencers of these wealth transfer plans, dive into the roles of advisors and gift planners, and apply what we learned by co-creating donor and client engagement strategies.
Continuing education credits may be available pending application through the Oregon State Bar, Oregon Board of Accountancy and CFP Board.
Adapt, Change or Disappear: New Approaches for a Changing Marketplace
With David York
Wednesday, September 11, 2024 12 - 1:30 pm | FREE
The financial and wealth transfer planning marketplace has fundamentally changed over the course of the last 20 years. Clients today not only view wealth and wealth transfer in fundamentally different ways than prior generations, they also have very different desires when it comes to obtaining professional advice. The marketplace has also drastically changed for financial advisors. New technology and ubiquitous access to financial information and resources have created an environment of ever increasing commoditization. With change, however, comes opportunity. This presentation will review these seismic shifts in wealth transfer planning and professional services, how these changes are affecting the financial services industry, and practical recommendations on how to connect with a new type of client and their heirs and thrive in the marketplace today.
Continuing education credits may be available pending application through the Oregon State Bar, Oregon Board of Accountancy and CFP Board.
Charitable Giving with Retirement Benefits
With Natalie Choate
Tuesday, November 5, 2024 12 – 1:30 pm | FREE
Advantages and pitfalls of using retirement benefits to fulfill the client s charitable goals, both as part of the estate plan and during life: How to name a charity as beneficiary, which types of charitable entities are suitable (or not), required minimum distribution issues, IRA-to-charity lifetime gifts, and using a charitable remainder trust to solve estate planning problems. Includes recent planning options opened by “SECURE 2.0.” This seminar explains the advantages and technical requirements of using retirement benefits to fulfill a client s charitable goals, both during life and as part of the estate plan at death, including what types of charitable and partly-charitable entities are suitable recipients of this type of gift.
Natalie B. Choate is an estate planning lawyer, writer, and speaker specializing exclusively in the tax and estate planning treatment of IRAs and other qualified retirement plan accounts. Her book Life and Death Planning for Retirement Benefits is a leading resource for tax and investment professionals.
Continuing education credits may be available pending application through the Oregon State Bar, Oregon Board of Accountancy and CFP Board.
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