Oahu CEP Advisor Seminar
Protect Your Family and Increase Your Income
Top 10 Charitable Financial Planning Strategies for Advisors
Helping Your Clients and Your Business with Charitable Planning
The Salvation Army invites you to a complimentary educational seminar for financial advisors, estate planning attorneys, CPAs, and wealth professionals, presented in partnership with Central Pacific Bank.
Join us for a practical, advisor-focused session on how charitable planning can help you deliver greater value to clients while strengthening your practice. This program highlights the most effective charitable strategies under current tax law, including gifts from retirement plans, gifts of appreciated assets, private foundations, and life insurance planning.
Led by Russell James, J.D., Ph.D., CFP®, a nationally recognized authority on charitable financial planning and Professor at Texas Tech University, this session blends cutting-edge research with real-world experience to demonstrate how charitable planning can deepen client relationships, support legacy goals, and enhance assets under management.
The Salvation ArmyOrganizer of Oahu CEP Advisor Seminar