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DTSTART:20241029T003000Z
DTEND:20241029T030000Z
LOCATION:Delta Hotels by Marriott - 2151 Laurelwood Rd, Santa Clara
UID:2687620241029T003000ZOctober Dinner Meeting
DTSTAMP:20260501T085301Z
DESCRIPTION:\nWELCOME TO NAIFA MEMBERS!\n \nOVERVIEW:\nJoin us for an insightful session on how planned giving can benefit clients and help them leave a lasting legacy. Panelists will discuss gifting tools, like directed retirement accounts, donor advised funds, charitable lead trusts, charitable remainder trusts, and charitable foundations. They will also discuss key questions and features regarding someone's philanthropic goals. Don’t miss this chance to increase knowledge in an area that will benefit everyone.\n\nPANELISTS:\n [Elijah Keyes, J.D., LL.M.](https://www.linkedin.com/in/elijahkeyes/) - Certified Estate Planning Attorney [Shane Jacksteit, CFP, CAP, AAMS, CRPC](https://www.edwardjones.com/us-en/financial-advisor/shane-jacksteit) - Financial Advisor  \nAGENDA\n5:30pm - Networking (cash bar) \n6:15pm - Dinner Buffet\n6:45pm - SCCEPC Meeting / Sponsor & Partner Recognition\n7:00pm - Charitable Giving & Financial Strategies by Elijah Keyes and Shane Jacksteit\n8:00pm - Concluding Remarks\n \nREGISTRATION FEES\nFees are the same for in-person or online attendance.\nSCCEPC Premier Members - No Fee (included in annual dues)\nSCCEPC or NAIFA Members - $70\nFirst Time Guest - $80\nReturn Guest - $100\n \nQUESTIONS?\n Contact [Danielle@SCCEPC.org ](mailto:Danielle@SCCEPC.org)\n \n\n
SUMMARY:October Dinner Meeting - Santa Clara County Estate Planning Council 
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DESCRIPTION:Reminder
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