Reminder: Advocis National: The New Philanthropy

The New Philanthropy

Join us on Tuesday, September 13, 2022, at 1:00 P.M. (Eastern Daylight Time) for an advanced webinar featuring Mark Halpern on The New Philanthropy.

We are the gatekeepers of client wealth. When it comes to Philanthropy, we share a unique obligation and opportunity to help clients and the charitable causes they care about. Mark will explain how he helps clients convert tax dollars to generous charitable gifts using insurance strategies that eliminate or mitigate tax liabilities and enhance final estate values, creating enduring legacies.

Register Early:

Available spots are limited and will be on a first-come, first-served basis.

This event has been accredited for 1.5 CE credits with The Institute, AIC, ICM, ICS, and FP Canada

Advocis Members:

As a benefit of membership, Advocis Members are able to attend this webinar at a discounted rate. Please use your Advocis ID as the promotional code to unlock the Advocis member ticket.

Member Admission: $175 + HST
Member Bundle Admission: $295 + HST: This ticket grants access to both webinars (The New Philanthropy on Tuesday, September 13, 2022, and A Deeper Dive into Philanthropic Strategies on Thursday, September 29, 2022)

Non-Members:

Non-member Admission: $225 + HST
Non-member Bundle Admission: $395 + HST (The New Philanthropy on Tuesday, September 13, 2022, and A Deeper Dive into Philanthropic Strategies on Thursday, September 29, 2022)

A portion of all proceeds will be donated to charity.

Presenter:

Mark Halpern, CFP, TEP, MFA-P

Mark Halpern, Certified Financial Planner (CFP), Trust and Estate Practitioner (TEP), Master Financial Advisor - Philanthropy (MFA-P) has helped business owners, entrepreneurs, professionals, and affluent families for over 30 years.

As CEO of WEALTHinsurance.com®, Mark and his team specialize in tax advantaged insurance solutions to protect families, create charitable legacies, and preserve estates.

Mark works closely with clients’ accountants, lawyers, insurance, and investment professionals to provide comprehensive estate planning solutions as part of the team. [..] Read More Here