Documents Charitable.planning

1. “ Client Focused” Charitable Planning By: Roccy DeFrancesco, JD, CWPP, CAPP, MMB Founder:The Wealth Preservation Institute Co-Founder:The Asset Protection Society…

Documents CAGP-ACPDP Conference Planned Giving Presentation ROBERT KLEINMAN FCA Mr. Prospect Thursday, May 13,...

Slide 1 CAGP-ACPDP Conference Planned Giving Presentation ROBERT KLEINMAN FCA Mr. Prospect Thursday, May 13, 2010 9:30am Slide 2 LEAVE A LEGACY The legacy The movement of…