Contemporary Topics
Alesia Davenport, CFP, MA (she/her/hers)
Senior Director, Office of Gift Planning
Auburn University
Available to ACVS Diplomates and residents. Lunch is included with dated voucher. No matter where you are in your career, and no matter your financial and family situation, planning for your future is incredibly important. Ms. Davenport will discuss many topics, including the following: beginning the estate planning process (wills and trusts); purchasing life insurance policies; retirement income including the required minimum distribution; charitable estate planning; and issues related to children and businesses. If you have felt intimidated by the idea of beginning to consider planning for your future, this seminar will give you a good basis to start from and prepare you to meet with your own financial planner or attorney with your documents ready, questions prepared, and goals determined.
(This seminar is not eligible for CE credit.)