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Legacy Starts Now
Join us for the first installment of Inside Giving, a quarterly advisor webinar series, for 2022, as the charitable experts at NCF will explore wealth transfer strategies to help clients build thriving family legacies and ignite future generations for generosity.

In this 90-minute webinar, advisors will have the opportunity to gain knowledge to strengthen client relationships and earn 1.5 hours of CFP® and CKA® credit. Certificates of completion are available upon request.

Join us to learn ...

- how to enhance traditional family wealth transfer strategies, such as Irrevocable Life Insurance Trusts, Family Limited Partnerships, and Installment Sales to Intentionally Defective Grantor Trusts
- by leveraging strategic charitable giving opportunities to help clients create family charitable legacies with greater tax efficiency.

By integrating strategic charitable giving opportunities into traditional family wealth transfer planning, your clients can effectively increase funding for their charitable family legacies while also reducing potential tax liabilities.

Feb 9, 2022 03:00 PM in Eastern Time (US and Canada)

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Speakers

Jeanne McMains, J.D.
Jeanne McMains has been a practicing attorney in the areas of estate planning, business succession and family philanthropy since 1995. After owning her own law firm and practicing with a large multi-state law firm, Jeanne currently serves as the Senior Vice President of Complex Gift Solutions with The National Christian Foundation where she and her team assists families nationwide with achieving their charitable giving goals. Throughout her career, Jeanne has served as a featured presenter for several financial institutions including A.G. Edwards & Sons, AllianceBernstein, Fidelity Investments, Merrill Lynch, Morgan Stanley, New York Life, Northwestern Mutual, Principal Financial Group and Ronald Blue & Company. She is also a speaker for numerous charitable organizations. Jeanne obtained her law degree from Indiana University on a full ride academic scholarship, and her undergraduate degree from Purdue University with summa cum laude (highest distinction) honors.
Rachael Watson, J.D.
Rachael Watson currently serves as a Gift Planning Attorney with The National Christian Foundation (NCF) where she assists individuals and families nation-wide in achieving greater generosity and increased tax efficiency in charitable giving through complex gifts. Early in her career, Rachael worked as a Certified Financial Planner for Ronald Blue & Company and Wells Fargo Bank. Rachael began practicing law in 2007, specializing in the areas of estate planning and nonprofit law. Prior to joining NCF, she owned her own law firm. Rachael earned a Juris Doctor from Georgia State University College of Law with honors and a BS in political science, magna cum laude, from Liberty University. Rachael and her husband Tom live in Suwanee, Georgia, with their three amazing kids.