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CE Credits provided by this presentation:

* FP Canada - 1 Financial Planning credit * Advocis - 1 IAFE Approved credit * MFDA - 1 Professional Development credit (in bundles/packs) * CSI - 1 Professional Development credits (in bundles/packs) * FSRA - 1 FSRA Approved credit * ICS - 1 Life Insurance credit * ICM - 1 Life Insurance credit & acceptable to many other organizations.

Curriculum

1 Chapter · 5 Lessons

  1. 1

    Is Strategic Philanthropy Part of Your Clients' Estate Planning

    1. (Included in full purchase)

      Introduction and Instructions

    2. (Included in full purchase)

      The Rules Governing CE Credits

    3. (Included in full purchase)

      Presentation Overview

    4. (Included in full purchase)

      Presentation Video

    5. (Included in full purchase)

      Presenter Resourses

Alan Hoffman

About the Presenter: Mark Halpern

As CEO of WEALTHinsurance.com®, Mark and his team specialize in tax- advantaged insurance solutions to protect families, create charitable legacies, and preserve estates. Mark works closely with clients’ accountants, lawyers, insurance, and investment professionals to provide comprehensive estate planning solutions as part of the team. He is building a national community of 100 financial professionals and charities with the goal of creating $1 Billion of Philanthropy annually. https://wealthinsurance.com/billion.php  Widely known for his philanthropic activities, Mark is Chair of the Planned Giving Advisory Council at Humber River Hospital Foundation, a Trustee and former Chair of the Professional Advisory Committee at Jewish Foundation of Greater Toronto, a member of the Professional Advisors Council at SickKids Foundation, Promise Legacy Council at St. Joseph’s Hospital Foundation, Professional Advisor Task Force at St. Michael’s Hospital Foundation, Planned Giving Advisory Committee at TVOntario, Toronto Estate Planning Council, Society of Trust & Estate Practitioners (STEP), Canadian Association of Gift Planners (CAGP) and Conference for Advanced Life Underwriting (CALU). Outside of business, he teaches leadership and ethics classes to young professionals, families, and university students. He’s been married to Rhonda for 29 years and they are kept busy with their 5 children.

Is Strategic Philanthropy Part of Your Clients' Estate Planning

Maximize your clients' charitable impact today! Integrate philanthropy into estate planning with tax-efficient strategies, including life insurance, and align their giving with their values to create a lasting legacy. Click “Start Course Now” to get started!

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