Join us on September 10, 2024 for an exclusive webinar hosted by UI Charitable Advisors in collaboration with EncorEstate Plans This informative session will bring together leaders in the fields of estate planning and philanthropy to discuss how you can align your clients’ financial objectives with their charitable goals.
Webinar Details:
Date: September 10, 2024
Time: 11am PT/12pm MT/1pm CT/2pm ET
Topic: Why use Donor-Advised Funds?
Hosted by: UI Charitable Advisors and EncorEstate Plans
This webinar is perfect for financial advisors, estate planners, and anyone looking to deepen their understanding of how effective estate planning can amplify philanthropic efforts.
Meet the Speakers:
Matt Morris
CEO, EncorEstate Plans
Matt Morris leads EncorEstate Plans, where he focuses on providing clients with cutting-edge solutions to meet their estate planning needs. His experience and insights will provide valuable strategies for incorporating charitable giving into estate plans.
Mike Bennett
Estate Planning Operations, EncorEstate Plans
With extensive expertise in estate planning operations, Mike Bennett will share practical insights to align legacy planning with philanthropic objectives, ensuring that clients’ wealth serves both family and charitable interests.
Daniel Blake
CEO, UI Charitable Advisors
Daniel Blake is a seasoned leader in the philanthropic advisory space. As CEO of UI Charitable Advisors, Daniel’s mission is to help clients and financial advisors use charitable tools, like Donor-Advised Funds, to align wealth with purpose.
Why Attend?
Expert Insights: Learn from industry leaders on how to integrate estate planning with charitable giving to benefit your clients and their causes.
Actionable Strategies: Get practical advice on how to use tools like Donor-Advised Funds (DAFs) and estate plans to optimize tax benefits and long-term philanthropic impact.
This is an opportunity to gain insights from some of the most respected voices in estate planning and philanthropy. Whether you are a financial advisor looking to expand your services or an estate planner wanting to incorporate charitable giving, this webinar will provide valuable tools and strategies to support your clients' financial and philanthropic goals.
Don’t miss out! Register now to secure your spot in this must-attend event.
We look forward to seeing you there!
