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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
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.
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.