EPCRI: May Annual Meeting
2019 EPCRI ANNUAL MEETING
DATE: May 6, 2019
PLACE: Hope Club, 6 Benevolent Street, Providence, RI
TIME: 5:30pm-8:00pm
TOPIC: Trends in Charitable Giving and Planning
SPEAKER: Jeffrey R. Clark, LUTCF, ACS, FLMI, CFS
Director, Advanced Strategies, Jackson National Life Distributors LLC
SUMMARY:
Jeff will be discussing recent trends in charitable planning and the different charitable instruments available to assist your clients in achieving their philanthropic goals.
Jeff is a frequent industry speaker on retirement design and funding. His articles have been published in The CPA Journal, the Journal of Financial Service Professional and many other industry periodicals. Jeff is a Distinguished Military Graduate of Canisius College, Buffalo, NY where he earned a Bachelor of Science Degree.
SPONSORSHIP:
The professionals at Jackson®, Advance Strategies provide insightful solutions for your clients’ complex tax, estate, charitable and retirement planning issues. They guide your clients to take a more strategic and focus approach to giving which makes their contributions more meaningful and may strengthen your client relationship.
