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Hosted by  Charitable Gift Planners of Connecticut

Professional Education: 9 am Exploring the Role of Professional Advisors in Planned Giving; 10:45 am Life Insurance as a Charitable Planning Tool

The Charitable Gift Planners of Connecticut provides ethically-focused gift planning education, training and advocacy to development professionals, professional advisors, volunteers and donor advisors.

 

CGPCT event policy regarding COVID protocols:  to minimize risk for all attending our programs on site requires all participants to wear a mask. Note that this requirement may be revised or waived to conform with changes in CGPCT policy and/or CDC recommendations. In addition, all attendees must acknowledge and accept the terms and conditions contained in our COVID-19 Liability Waiver and Affirmation of Conduct Restrictions (click here to read the waiver).  

 
Meetings are part of membership benefits and there is no additional charge for current CGPCT members to register (register using options at the bottom, or register from the email invitation).
 
Guests are $50 (register and pay using the Pay Now button to the right).   
 
CGPCT meets throughout the year providing educational programming of value to our members. Our programs take place  from September through May.   Updates to our meeting schedule, whether in person or virtual, can be found on our home page. You may also check our Event Calendar  for details.

Thursday, September 15, 2022
8:30 AM - 1:00 PM Eastern Time

Location

Certified Financial Services, LLC
197 Scott Swamp Rd
Farmington   CT   06032
 



Register and pay now by credit card, debit card, PayPal account or mailed check


Guest Fee $50.00
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Agenda

 

Sep 15 2022 8:30AM


Registration, Networking, Coffee




Lisa Newfield
Partner
Murtha Cullina LLP

Edward D. Abdelnour
Wealth Strategist, Managing Director
Bank of America Private Bank

Joseph E. Fortuna, CIMA
The Aegis Group at Morgan Stanley

Tim Throckmorton, JD, LL.M
Director of Fiduciary Services
Webster Private Bank

Sep 15 2022 9:00AM


Exploring the Role of Professional Advisors in Planned Giving


This discussion will focus on how professional advisors and gift planners can work effectively together, provide insight into the relationship professional advisors have with their clients and how gift planners can become a part of that, and share success stories.



Carl Peterson
Lindberg & Ripple

Dawn Lazarus
Insurance Advisor
Lindberg & Ripple

Sep 15 2022 10:45AM


Life Insurance as a Charitable Planning Tool


Integrating life insurance can be very effective for helping you meet the objectives of your charitable giving plan. This session will explore the benefits and challenges of using insurance as an integral part of your plan along with ways an insurance advisor can be an instrumental member of your financial advisory team.


Sep 15 2022 12:00PM


Lunch, Networking




Sessions

Continuing Education, per session, show accepted hours, or info about CE status. Hover over hours or info for details.


DateCourse Title/DescriptionStartCFRE
Sep 15, 2022 Registration, Networking, Coffee 8:30 A
Exploring the Role of Professional Advisors in Planned Giving Lisa Newfield Thomas Grant, CLU, ChFC, RICP, CLTC Edward D. Abdelnour Joseph E. Fortuna, CIMA Tim Throckmorton, JD, LL.M 9:00 A info
Life Insurance as a Charitable Planning Tool Carl Peterson Dawn Lazarus 10:45 A info
Lunch, Networking 12:00 P



Registration Fee
Member
No Charge
 
Non-Member
$50.00