News & Events

Gift Planning Fundamentals - Online

Whether you are new to gift planning or in need of a solid refresher, Gift Planning Fundamentals will give you the boost you need to thrive in your career. 

 

Offered online - times suited for both East and West coast.

 

Learn more

Charitable Donations of Life Insurance - CAGP Guidelines

Download the newly created suite of resources for charities, advisors, insurance companies, and donors.

Access the resources

The Latest

Resources:
Digital Executor®: Unraveling the New Path for Estate Planning

NEXT ON WEBINAR WEDNESDAYS

Presenter: Sharon Hartung, Captain (Ret’d), PEng, TEP

Wednesday, October 27, 2021 | 1:00 pm ET

DETAILS

Webinars:
Charitable Donations of Life Insurance - CAGP Guidelines

Download practical resources for:

  • Charities
  • Advisors
  • Donors
  • Life Insurers

DETAILS

Blog:
Gift Planning Fundamentals - Online

Offered in both East coast and West Coast sessions

November 2 & 3, and 8 & 9

 

 

DETAILS

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