This morning session planned especially for Professional Advisors (lawyers, financial planners, accountants, etc.) will focus on important succession planning issues for small or family businesses.  Topics include:

• Helping clients structure creative gifting that facilitate personal planning goals
• Using testamentary charitable lead trusts to pass asset values to other family members
• Funding Charitable Remainder Trusts with Real Estate or Arts & Antiques

This program has been accepted by CFP Board for 2.5 CE credits.  We are grateful to the CFP Certification Education Program at Bryant & Stratton College for their Continuing Education Sponsorship.

Bryant & Stratton College does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame logo) certification marks. CFP certification is granted only by Certified Financial Planner Board of Standards Inc. to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience and examination requirements.

Simply register by using our online reservation form.  Or if you prefer to send in your reservation and payment, please make your check payable to LEAVE A LEGACY WNY and mail to:  Post Office Box 1885, Buffalo, NY 14225.