Jeopardy! The Unplanned Giving Edition Speaker: John McKee 11:30 AM - 1:00 PM
How does your tangential planned giving knowledge stack up? Find out in a friendly round of Jeopardy!, featuring topics related to charitable giving, video clues, and of course, Daily Doubles. Participants will play along in the webinar’s “chat” and keep track of their earnings in this fun and lively game with gift planning peers.
Ten Billion for Charity Speaker: Randy A. Fox, CFP®, AEP®, Founder, Two Hawks Consulting, LLC 11:30 AM - 1:00 PM
This session will discuss a planner’s perspective on integrating charitable gifts into the planning for high net worth families, and the incredible opportunities that smart, integrated philanthropic planning can offer these clients and the causes and institutions they support. We will review a real case study and discuss the various tools and possibilities presented for this client.