All Charitable Planning Specialists and Advisor Members; particularly those that are new to the program. This is a chance for you to get up to speed on all of the details of our program, and how you can impact your local community and beyond through advanced charitable planning.
What is this event?
This “classroom” style event is one of two scheduled education conferences in 2008. This conference will address five (5) key areas.
(1) Kelly Kidwell will introduce the fundamentals and dynamics of expanding your practice with charitable strategies.
(2) Addressing and capturing the interest of CPAs.
(3) Using the new March of Dimes “Lasting Impact for babies initiative”.
(4) How to introduce and work with new charities.
(5) How new charitable and estate planning software will illustrate and help you present complex strategies.
We will also be hearing from the software designer who will integrate PI training with planning illustrations. Specific training materials and marketing strategies will be introduced, as well as an invaluable networking reception.
When will it take place?
The conference begins with a cocktail reception on Tuesday evening, April 22nd. Breakfast will be served at 7:00 am on Wednesday, April 23 followed by an all-day training program.
Thursday morning starts with breakfast at 7:00 am and our training will being at 8:00 am. Breakfast and lunch are provided both days. The conference will conclude at 5:00 pm on Thursday.
How do I register for the conference?
The easiest way to register is to call our office and reserve your spot with Chelsea Plumb @ (909)625-4511 ext. 245.
Location
Grand Hyatt DFW
2337 South International Parkway, DFW Airport, Texas, USA 75261-9045
Tel: (972) 973-1234 Fax: (972) 973-1299
Hotel is located right next to the DFW airport. Complimentary shuttle or speed train.
How do I reserve my hotel room?
You will be receiving an email with hotel reservation instructions.
Is there a conference fee?
All education fees are included in your CPS/Advisor Membership with the March of Dimes hosting your meal plan. There is no registration fee for this event and you will only be responsible for airfare and hotel expenses. Due to the cost involved in pre-arranging this conference, any late cancellations will result in a $75 conference cancellation fee.
I had to break the final day’s session into three parts due to the size. If you click anwhere in the white box or words “Audio MP3″ you can listen immediately. If you click the word “download”, you can download the file to your hardrive. Enjoy! The slides are posted in an earlier post.
In Kansas City the March of Dimes announced their upcoming National Marketing program. I’ve listed the documents that are included in the zip file in the Read More section. Click here to Download
IRA PPA field intro memo 10-17-06.doc 67K
Fact sheet - IRA Gifts Pension Protection Act.pdf 157K
Digest - Plan for Marketing Gifts through IRA Charitable R..pdf 101K
Letter to Request Distribution, Notify MOD, and Sample of ..pdf 25K
Good Works Advertorial Pages 1206 see page 5.pdf 388K
MOD Ad for Worth Magazine 12-2006.pdf 4027K
IRA Powerpoint Presentation 7665K
Posted by Robert Pierce on Oct 20th 2006 | Filed in Conference | Comments Off
Many of you have been asking for the documents we discussed and provided in Phoenix. The Thank You note has a revision to it (as requested by GEAR compliance) for the 1031 document section…and the price list is new from Printing Resources.
