Calendar

 

 
 
Mar
18
Thu
March 18, 2021 – The New and Improved Insurance Gift: New Regs, New Products, New Philanthropic Opportunities @ Virtual
Mar 18 @ 11:30 am – 12:30 pm

The New and Improved Insurance Gift: New Regs, New Products, New Philanthropic Opportunities

Ham Poynor

March 18, 2021

Best practices on using insurance policies as planned giving vehicles and a review of the recent changes to the regulations allowing new possibilities for giving.

Mr. Poynor is the current President and founder of Shades Creek Wealth Advisors. He earned his BS in Economics from Auburn University and holds the Chartered Life Underwriter and Accredited Estate Planner designations.