Presentation Resources
2012 Planned Giving Seminar
PRESENTATIONS
Innovative Strategies for Charitable Giving - Jerry Borrowman
Unique Risk Management Planning Challenges of the Affluent - Robin Farrell
Mitigating the Tax "Bite" While Turning S-Corp Stock into a Family Charitable Legacy - Laura Malone
2012 Ethics Handouts
Here are the links to the handouts for 2012 Ethics Presentation:
CFP Board's Sample Disclosure Forms
CFP Board's Standards of Professional Conduct
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