Special Luncheon Event - How Much Is Enough?
How Much Is Enough
Thursday, January 19, 2023
Meet & Greet: 11:30am - Noon
Lunch & Speaker: Noon - 1pm
Mingling: 1pm - 1:30pm
Desert Estate Planning Council members have been invited to a joint Planned Giving Event presented by the Charitable Gift Planners of Inland Southern California (Inland Planned Giving Council), and Eisenhower Health Foundation. The Desert Bar Association has also been invited to the event!
There is no cost to attend and lunch is included. Lunch is sponsored by the Eisenhower Health Foundation. The meeting & luncheon take place at the Annenberg Class Room located at the Annenberg Center for Health Sciences Building on the EMC campus. See Marker 11 on attached EMC campus map.
MCLE credit is available and may be provided by Desert Bar Association.
Guest Speaker: Charles Schultz, JD, AEP
Charles Schultz, JD, AEP
Charles Schultz is a California attorney who specializes in charitable giving and estate planning. He is President of Crescendo Interactive, Inc. and is the principal creator of the GiftLegacy Pro Marketing System. In addition, he is Editor for the GiftLaw Pro charitable tax service and the weekly GiftLegacy and GiftLaw eNewsletters.
Charles writes, speaks and publishes extensively. He teaches over 30 planned giving seminars/webinars per year and is President of GiftCollege.com, an Internet education program for gift planners and professional advisors. He also serves as Executive Director of GiftAttorney.com, an association of attorneys with charitable receptivity. His law degree is from the University of Michigan. He is an Accredited Estate Planner (AEP®) and member of the National Association of Estate Planners & Councils’ Estate Planning Hall of Fame®. He is a member of the Gift Planning Hall of Fame and the Leadership Institute of the National Association of Charitable Gift Planners. Charles is on the Board of Directors for the Christian Foundation of America.
Topic: "How Much Is Enough"
Many parents with midsized and larger estates would like to benefit children with an inheritance. We do not give inheritance to children to make them worse persons, but in the hope that they will become better persons. Quite often, parents who have midsized to large estates can transfer a substantial inheritance. But the parents ask the question, "How much is enough?".
"Full participation in HOW MUCH IS ENOUGH is applicable for 1.5 points in Catagory 1.B - Education of the CFRE International application for initial certification and/or recertification."
This is a DEPC Members-Only Event
(Must Register by January 12, 2023!)
Registration is now Closed
