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Online Lectures

Building Your Legacy Tax Effectively

‐ Jun 18, 2021 6:45pm

Credits: None available.

Members: Free
Residents: Free
Staff Club: Free
CE Passport: Free
Distance Learning: Free

Johnne Syverson, CFP, AEP, CAP (.75 CE) presents on how to Build Your Legacy Tax-Effectively.  This complimentary online lecture is generously provided by the AAOF.  

Johnne is Executive Director of Charitable Giving Resource Center, LLC.  He has more than 40 years' experience in financial consulting and advising.  He is Certified Financial Planner, practitioner, and 1 of only 2,000 Accredited Estate Planners (AEP) in the country.

Learning Objectives 

  • How to build your Financial & Estate Plan to have lasting impact for yourself, your family, and your community.
  • Providing a better understanding of the benefits charitable gift instruments found in the tax code, especially some of which provide income back to you.
  • How to implement an estate plan.

Speaker Disclosure:
Consultant: Charitable Giving Resource Center, LLC

Length of session:
The session is scheduled for 45 minutes.

$0 for Members

Continuing Education:
Each participant who completes the Webinar will earn .75 CE for the entire session.

Continuing Education Disclaimer:

This Continuing Education Program provides attendees with a relevant and rewarding continuing education experience. However, neither the content of a course nor the use of specific products in any program should be construed as indicating endorsement or approval of the views presented or the products used by the AAO or by any of the respective subsidiaries. Speakers are required to disclose to participants any financial, commercial or promotional interest in a product or company that may influence their presentations; however, the AAO shall not be liable for a speaker’s failure to disclose such interest.

American Association of Orthodontists is an ADA CERP Recognized Provider. ADA CERP is a service of the American Dental Association to assist dental professionals in identifying quality providers of continuing dental education. ADA CERP does not approve or endorse individual lectures or instructors, nor does it imply acceptance of credit hours by boards of dentistry. Concerns or complaints about a CE provider may be directed to the provider or to the Commission for Continuing Education Provider Recognition at ADA.org/CERP.

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  • 0.75 - CE

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