Join DuPage Foundation on Wednesday, August 28 from 4:00-6:00 p.m. at Reserve 22 in Glen Ellyn as we explore Complex and Unique Charitable Planning Options in 2024 and Beyond.

As the great wealth transfer occurs, can you ensure that the plans made for your clients and their heirs are secure? What might occur if the 2017 tax act sunsets in 2025? Are private foundations or other trusts good options for your clients? Presenter Joe Chickey, MBA, CFP will share success stories and opportunities unique to the Silent Gen and Boomers on the use of charitable planning strategies. Topics will include virtual endowments, CLTs, CRTs and entrepreneurial possibilities.

Post-presentation, join us for cocktails, appetizers, and networking with fellow professional advisors.

Note: This program has been approved for 1 hour of CPE credit and has been submitted to the CFP Board, MCLE Board, and ABA Professional Certifications for approval of 1 hour of continuing education credit.