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DTSTART:20190506T213000Z
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LOCATION:Hope Club, 6 Benevolent Street, Providence, RI
UID:1699820190506T213000ZEPCRI: May Annual Meeting
DTSTAMP:20260505T205645Z
DESCRIPTION:\n2019 EPCRI ANNUAL MEETING\n \nDATE: May 6, 2019\nPLACE: Hope Club, 6 Benevolent Street, Providence, RI\nTIME: 5:30pm-8:00pm\nTOPIC: Trends in Charitable Giving and Planning\nSPEAKER: Jeffrey R. Clark, LUTCF, ACS, FLMI, CFS\n Director, Advanced Strategies, Jackson National Life Distributors LLC\n \nSUMMARY:\n \nJeff will be discussing recent trends in charitable planning and the different charitable instruments available to assist your clients in achieving their philanthropic goals.\n \nJeff 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.\n \nSPONSORSHIP:\n \nThe 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.\n
SUMMARY:EPCRI: May Annual Meeting - Estate Planning Council of Rhode Island 
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DESCRIPTION:Reminder
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