Join us for NAEA’s Biggest Event of the Year!
Salt Lake City, UT | July 28 – 30, 2025
Early bird pricing ends 2/28/2025!
Date: Wednesday, September 14th 6:30 – 8:30 PM EST
Speaker: Martin S. Finn, JD, LL.M., CPA/PFS
Price: $25 for NYSSEA/NAEA Members | $55 for non-members
CE: 2
This webinar will provide an in-depth discussion of the role of charitable planning in a client’s overall tax, estate and financial planning, as well as specific review of the charitable strategies to consider in implementation.