Technical Series - 2009

Life Insurance and Charities, do the two mix?

Thursday, Tuesday, October 27, 2009
11:30 a.m. - 1:00 p.m.
Northern Trust Community Room
1573 Market St, Denver
Register Online Here

Outside the Metro area? This session will be held via web and phone at several sites throughout Colorado.
Contact CPGR for more information.

Program Description

Life Insurance and Charities, do the two mix? Learn how to understand what you are being ‘sold’. Panelists L. William Schmidt, Jr. Attorney at Law at Holland and Hart, LLP; Norm Close, Vice President with UMB Bank, and Gordon Smith, National Director of Planned Giving at National Jewish Health, will give you their perspectives on life insurance and where it may or may not fit as a charitable gift.

Click here to view the format for this special presentation!

 

 

Technical Series sessions are free to members. There is a $15 fee to non-members.
Register Here!

 

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