This webinar is co-sponsored by the Society of Financial Service Professionals and the American Cancer Society
Too often during planning conversations charitable planning is considered a one-off rather than an integral part of the client’s plan. Frequently, your clients have issues that can be solved using charitable gifts.
During this session, you will learn:
- The updated rules governing charitable contributions under the SECURE Act of 2019 and the CARES Act of 2020
- The function of different types of charitable tools, as well as their respective benefits and challenges
- How to best match charitable tools to the problem that the client desires to solve
Kathleen Bilderback, JD, LLM, AEP is a founding member of Affinity Law Group, LLC, a firm dedicated to providing legal services to businesses, their owners and executives at every stage of their life cycles. Kathleen graduated from St. Louis University with degrees in Accounting and Theatre. She received her law degree and LL.M. in Taxation from the Washington University School of Law in St. Louis. She is the recipient of the Gary I. Boren Memorial Award for attaining the highest overall grade point average in the LL.M. program. Kathleen specializes in estate, business and executive benefits planning and estate and executive compensation planning with life insurance. She is a member of the Missouri, Illinois and Pennsylvania bars. She is a nationally recognized speaker and author and former adjunct professor in the LLM program at Washington University’s School of Law. She is a member of the Business Insurance & Estate Planning Committee of the Association of Advanced Life Underwriting (AALU), and was selected as a Registered Player Financial Advisor for the National Football League Players Association. She is the current Secretary of the national Society of Financial Service Professionals. She was named one of Missouri Lawyers Weekly’s Up and Coming Lawyers and received the Accredited Estate Planner designation from the National Association of Estate Planners & Councils. She has presented at AALU and the Top of the Table Meeting for the Million Dollar Roundtable. Kathleen was selected for inclusion in Missouri and Kansas SuperLawyers in 2012-2019.
1 CFP® credit has been approved.
1 CPE (accounting) credit has been approved.
1 Professional Recertification credit (formerly PACE) has been approved.
1 CLE (legal) credit has been applied for in those states that accept the webinar format for credit. Click here for CLE approvals.
(CLE credit is not eligible for: AK, CT, DC, HI, IN, KS, MD, MA, MI, MN, NV, NJ, PA, RI, SD)
$5.00 fee for CE credit processing (fee is waived for FSP Premier Members). You must participate in the live webinar in order to earn CE credits.
Registration Fee (includes PowerPoint and access to the archived program)
||FSP Premier Members
|Prof. Recertification Credit
*This webinar is free for all attendees due to the sponsorship by the American Cancer Society.
- Register online by selecting the green "Register" button above.
- Call FSP's Member Services department to register: 800-392-6900, Monday–Friday, 9:00 a.m. – 4:00 p.m. ET
- Refund Policy
Upon registration, you will receive the instructions/link via e-mail for accessing the PowerPoint presentation.
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All you need to participate in a webinar is a computer with Internet access to view the live presentation. For the audio portion, you have the option of listening to the program through your computer's speakers (VOIP) or through the telephone. If you prefer not to view the Web presentation, you have the option to listen only over the phone. (Note that if you are requesting CE credits, you must be logged in to the webinar.)
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This program will be recorded and archived. All registrants will be emailed the link to the recording about a week after the webinar.
Can't attend the live webinar? Register anyway and you'll automatically be sent the recording link.
The webinar recording will also be available for access by FSP members on the Member Resources page of the Website.