Breakout Session I - Women’s estate planning with charitable gift – case studies

02/14/2020 10:30 PM | Ron Gallagher (Administrator)

Click the titles below to view presentations by Beth Bolton.

Women and Money

Secure Act

Advanced Charitable Planning

The Planned Giving Council of Northeast Florida brings together nonprofit and for-profit professionals merging their expertise in estate and tax planning, financial planning and charitable giving to foster awareness and to provide an effective forum for education, communication, networking and collaboration for our gift planning community.