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BEGIN:VEVENT
DTSTART:20251028T170000Z
DTEND:20251028T180000Z
LOCATION:Luncheon at San Antonio Country Club
UID:2850820251028T170000Z"Values-Based Estate Planning in a Changing Society"
DTSTAMP:20260421T131047Z
DESCRIPTION:\n"Values-Based Estate Planning in a Changing Society"\n \nDescription: Liz Nielsen will give an overview of recent changes to the laws related to charitable giving, focusing specifically on the TCJA and OBBBA, and a discussion of how those changes may affect how our clients give to charity.  She will also discuss values-based estate planning and how that framework informs discussions with clients.  Finally, she will go over some real-world examples of how clients may want to think about giving to charity in light of recent law changes. \n Prerequisites:  None Experience Level: Intermediate Advanced Preparation: None Teaching Method: Lecture \nCE Submission:\n CLE - 1 Hour Approved CFP - 1 Hour Approved CPE - 1 Hour Approved CTFA - 1.25 Hours Approved \nEvent Information:  Registration will open at 11:30am - Program will begin at 12:00pm.  \n \n \n
SUMMARY:"Values-Based Estate Planning in a Changing Society" - San Antonio Estate Planners Council 
PRIORITY:3
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TRIGGER:PT18H
ACTION:DISPLAY
DESCRIPTION:Reminder
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