EPCRI: May Annual Meeting
2019 EPCRI ANNUAL MEETING
DATE: May 6, 2019
PLACE: Hope Club, 6 Benevolent Street, Providence, RI
TOPIC: Trends in Charitable Giving and Planning
SPEAKER: Jeffrey R. Clark, LUTCF, ACS, FLMI, CFS
Director, Advanced Strategies, Jackson National Life Distributors LLC
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.
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.