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BEGIN:VEVENT
DTSTART:20230321T170000Z
DTEND:20230321T180000Z
LOCATION:San Antonio Country Club - 4100 N. New Braunfels, San Antonio
UID:2404620230321T170000ZSpecial Charitable Financial Planning Opportunities for March/April 2023
DTSTAMP:20260421T130832Z
DESCRIPTION:\nPandemic, market fluctuations, interest rate changes, SECURE Act tax law changes, SECURE 2.0 — the changes never seem to stop! But with change comes opportunity. This combination of circumstances has led to some attractive opportunities for clients with charitable interests.  In his presentation, Dr. James reviews the strategies available to help clients take advantage of these special one-time opportunities. Additionally, he will share his latest decision-making research results revealing the words, phrases and conversation strategies that are most effective in communicating with donors during times like this.\n \nRegistration will open at 11:30am.\n
SUMMARY:Special Charitable Financial Planning Opportunities for March/April 2023 - San Antonio Estate Planners Council 
PRIORITY:3
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ACTION:DISPLAY
DESCRIPTION:Reminder
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