We are pleased to welcome gift planning expert Steven G. Siegel to our conference! Mr. Siegel is the president of The Siegel Group and is a nationally-recognized writer and speaker who has lectured extensively on tax, business and estate planning topics.
Conference Agenda:
10:00 - 10:25 Registration, Light Breakfast and Networking
10:25 - 10:30 GPA Welcome and Sponsor Recognition
10:30 - 11:30 Session 1: Charitable Giving Rules – The Do’s and Don’ts
11:30 - 12:30 Lunch and Networking (SNEPC Check-in)
12:30 - 1:30 Session 2: Charitable Giving Planning Techniques