Details
 

December 12, 2023
4:00PM - 6:00PM

FPA Central Ohio presents Estate Planning and Charitable Giving

and Holiday Networking Reception

Fawcett Center

Estate Planning and Charitable Giving

Tuesday, December 12, 2023

presented by

Dwight Montgomery and Donald Wells

 

Dm Headshot

Dwight Montgomery, President of The National Christian Foundation Ohio

      Dw Headshot

Donald Wells, CPA, Wells CPA, LLC

 

Engaging a client in a giving conversation can often be intimidating if you don’t know where to start. This session uses a case study approach to examine a sample client balance sheet and walk participants through how to identify, introduce and engage a client in effective asset-based giving conversations.

 

Learning Objectives:

1.) What characteristics of an asset could make it a good gift?

2.) How good questions can bring better understanding when evaluating an asset for potential gifting.

3.) How to prepare your clients for a good complex gift experience.

 

Tuesday, December 12The Fawcett Center, 2400 Olentangy River Road - Clinton Room

 

Click Here to Register Today!

 

Parking Pass will be available closer to the event.

FPA Members - $30
Student Members - No charge!
Season Pass Holders - No charge!
Non-members/Guests* - $50
Student Non-members** - $30

*First Time Guests - No charge (one-time registration only, after that you must pay the non-member price). If you have ever registered for an FPA Central Ohio meeting before, you will be charged $50.

**Student Nonmembers - May attend up to 2 programs for free, after that the cost is $25. Your charge will be deleted, if you are on your 1st or 2nd visit, so please contact admin@fpacentralohio.org to complete a comp registration.  Once paid, you cannot be refunded. Please bring valid student ID to meeting.

We have been granted for 1 hour of CFP CE from the CFP Board. Please arrive prior to 4:00 PM to ensure that you can sign in for CE credits - No Exceptions!

Please register by NOON on December 6, we cannot guarantee availability after that date. Cancellations accepted up until NOON on December 6, after that no refunds or credits will be given.

Thank you to our Annual Partners!

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Add to Calendar aCLuDhaqizCaPxAftmqF167204 12/12/2023 04:00 PM 12/12/2023 06:00 PM false FPA Central Ohio presents Estate Planning and Charitable Giving Estate Planning and Charitable Giving Tuesday, December 12, 2023 presented by Dwight Montgomery and Donald Wells   Dwight Montgomery, President of The National Christian Foundation Ohio        Donald Wells, CPA, Wells CPA, LLC   Engaging a client in a giving conversation can often be intimidating if you don’t know where to start. This session uses a case study approach to examine a sample client balance sheet and walk participants through how to identify, introduce and engage a client in effective asset-based giving conversations.   Learning Objectives: 1.) What characteristics of an asset could make it a good gift? 2.) How good questions can bring better understanding when evaluating an asset for potential gifting. 3.) How to prepare your clients for a good complex gift experience.   Tuesday, December 12, The Fawcett Center, 2400 Olentangy River Road - Clinton Room   Click Here to Register Today!   Parking Pass will be available closer to the event. FPA Members - $30Student Members - No charge!Season Pass Holders - No charge!Non-members/Guests* - $50Student Non-members** - $30 *First Time Guests - No charge (one-time registration only, after that you must pay the non-member price). If you have ever registered for an FPA Central Ohio meeting before, you will be charged $50. **Student Nonmembers - May attend up to 2 programs for free, after that the cost is $25. Your charge will be deleted, if you are on your 1st or 2nd visit, so please contact admin@fpacentralohio.org to complete a comp registration.  Once paid, you cannot be refunded. Please bring valid student ID to meeting. We have been granted for 1 hour of CFP CE from the CFP Board. Please arrive prior to 4:00 PM to ensure that you can sign in for CE credits - No Exceptions! Please register by NOON on December 6, we cannot guarantee availability after that date. Cancellations accepted up until NOON on December 6, after that no refunds or credits will be given. Thank you to our Annual Partners! Fawcett Center