Together with the Greater Boca Raton Estate Planning Council, the Community Foundation for Palm Beach and Martin Counties invites you to hear from Dr. Russell James about the top approaches to helping your clients and growing your practice using charitable planning with special tips related to the new tax law.

Participants will learn how to provide tremendous benefit to clients, while improving their own assets under management, with charitable planning. Topics include gifts from retirement plans, gifts of appreciated assets, the use of private foundations, and life insurance.

This is for continuing education credit.

Register online at bocaratonepc.org/events/event/22365