2015 Fall Forum for Estate Planning and Planned Giving Professionals
Date: Thursday, November 5, 2015
Time: 8:30am - 12:00pm
Location: SC Baptist Convention
Speaker: Michael P. Romero
Join us at the SC Baptist Convention for an informative seminar by Michael P. Romero, vice president and trust counsel for the The Baptist Foundation of Oklahoma. Mike will share information about charitable bequest planning to include information from several recent studies to include the US Trust study on high net worth perceptions. In addition, Mike will discuss charitable gift annuities and include a case study on accepting real estate as a charitable gift annuity contribution.
Registration - 8:30AM / Seminar Begins - 9:00AM
Continuing Legal Education and other continuing education credits are being applied for.
SC Baptist Convention
190 Stoneridge Drive
Columbia, SC
See the attached seminar brochure for additional details.
