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
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
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.
