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Professional Advisor Luncheon – Creative Uses of Life Insurance to Make Significant Legacy Gifts

August 6, 2014 @ 11:30 am - 1:30 pm

Hutchinson Session

Southwest Initiative Foundation

15 3rd Ave NW

Hutchinson, MN 55350

Creative Uses of Life Insurance to Make Significant  Legacy Gifts

Leading the discussion is Susan Klasen Albrecht, EVP, Director of Wealth Planning Services at Bremer Financial Services of St. Paul.

Albrecht assists Bremer’s high net-worth clients in the areas of estate planning, business succession planning, retirement planning, charitable planning and complex financial planning. She works closely with legal and tax advisors and develops strategies and comprehensive plans for Bremer clients.

Life insurance is a valuable legacy-gifting tool that many people overlook. During the discussion you’ll learn which types of life insurance are best for legacy gifts.

Join Albrecht, SWIF’s Legacy Gift Planner, Bob Golberg, and other professional advisors for this luncheon discussion.

Schedule:

11:30 a.m. to 12 p.m. Networking

12 to 12:30 p.m. Lunch and a look at SWIF today

12:30 to 1:30 p.m. Topic discussion and questions

To attend, email or call with your date/location choice to Kim Morrow at [email protected], (800) 594-9480.

Remaining 2014 Luncheons:

One final topic will be discussed as we conclude the series of Professional Advisor Luncheons for 2014. Wednesday, Oct. 1 or 8, Understanding the Use of IRAs to Make Lifetime and Testamentary Legacy Gifts.

Southwest Initiative Foundation offers a series of complementary professional advisor luncheons and discussions in the southwest Minnesota region designed for professional advisors from the fields of accounting, banking, financial investment, insurance and law. These luncheons and discussions help you network, learn how estate planning charitable alternatives can be helpful to you and your clients, and share how SWIF can assist you and your clients.

 

Details

Date:
August 6, 2014
Time:
11:30 am - 1:30 pm

Venue

Southwest Initiative Foundation
15 3rd Ave NW
Hutchinson, 55350 United States
Phone:
800-594-9480
View Venue Website

Organizer