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"FSP webinars have tremendous value for financial professionals. There is a wide array of interesting topics to choose from, and the ability to assemble a group of individuals lets you extend and amplify the value of the program. When supporting material is provided, such as articles, web sites, etc., attendees can continue the dialogue when the program ends."

Laurene B. Prevette, RHU, LUTCF
FSP Board of Directors, 2011-2012


Sponsored Education Online: Where Success and Significance Meet…
Integrating Charitable Intent with Business Exit Planning

CPE CE Credit Approvals

The recommended number of CPE credit hours is: 1

The Society of Financial Service Professionals is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

The Society offers programs at intermediate to advanced levels of continuing professional education. Although no pre-requisite course or advanced preparation is needed to participate in any program, knowledge of, or experience in, the program topic is required.

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Original Air Date Archives Level CE Credits*
Wednesday, 10/30/13
12:00 noon – 1:00 p.m. ET
Order online
Call: 1-800-392-6900
Via Email
Intermediate PACE: 1 hr
CPE: 1 hr
CFP®: 1 hr
[Password provided in your registration email]

* You must participate in the live event to get the PACE, CPE and CFP credit.

Order Archive
Where Success and Significance Meet…Integrating Charitable Intent with Business Exit Planning
Archive: $
Total: $
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Sponsored by

Program Overview

Closely held businesses represent over half of the net worth of the US. Furthermore, companies led by entrepreneurs allocate more than twice the percentage of profits to charity than many of America's largest companies. Considering the fact that the majority of American businesses are owned by baby boomers who are at or near retirement age, many are looking for a life of significance post-exit. As an entrepreneur, much of their personal net worth is likely in highly appreciated, closely held business interests. Learn how to help your business owner clients take charge of their planning in a way that will allow them to transition into a legacy beyond the business but still as a lifelong leader.

Webinar attendees will:

  • Learn how charitable discussions with business owners may alleviate some of the attitudes, values and behavioral characteristics that are preventing them from planning an exit strategy
  • Discover the role charitable planning can play in the overall financial planning for business owners exiting a business
  • Review different charitable giving vehicles and how their benefits vary
  • Look at examples of combining varying charitable gifting strategies with various exit strategies

Featured Speaker:

Laura J. Malone, CAP®, is director of gift planning for American Endowment Foundation (AEF).  Founded in 1993, AEF is an IRS-recognized public charity that administers a national, independent donor advised fund program. Laura holds her Chartered Advisor in Philanthropy designation from the American College and serves as a faculty member for the Exit Planning Institute's Certified Exit Planning Advisor (CEPA) Program.  She is a member of the International Association of Advisors in Philanthropy, Partnership for Philanthropic Planning,  the Financial Planning Association as well as The Estate Planning Council of Cleveland.