Camelot Webinar Registration Below:

Monday, September 9th, 2019 - 1:00PM EST

Name *
Phone *

Join our webinar as we discuss Two Charitable Planning Opportunities that clients of all ages may want to consider in the current environment. These strategies may be ideal for clients looking for Income Tax Savings Now in order to prepare for Strategic Annual Giving in the Future.

Opportunity #1
Young Pooled Income Fund

- Income for Life
- Increased Tax Savings Now
- Future Charitable Gifts

Opportunity #2

- Current Charitable Giving
- Income Tax Savings with retained interest in the future

Presented By:
Laura Noble Walker, JD
Director of Estate and Charitable Planning, Camelot Portfolios LLC
Brad Gornto, Esq., LLM
President and Founder, Effectual Giving LLC & iCLAT Solutions LLC