Please Join Us!
2025 Estate Planning Teleconference Series
October 21, 2025 | 12:00 p.m. - 1:30 p.m.
Security National Bank | 601 Pierce St., Sioux City, IA
6th floor
Please join Security National Wealth Management for this month's Cannon Estate Planning Teleconference where the industry’s foremost leading authorities provide commentary and debate over the use of complex financial and legal strategies to serve their high-net-worth clients best.
Topic: Charitable Giving – Seeking the Perfect Match Between Donor and Donee
Estate planners should help clients determine their philanthropic goals and develop the most effective strategies to attain those goals. This includes identifying the target donee(s) and ensuring that gifts, bequests and distributions will be tax-efficient and in amounts, at times and for purposes consistent with the donor’s wishes. We’ll take a close look at the following:
- Choosing the “right” vehicle by which to confer and optimize charitable benefits
- Mechanics and advantages of directing qualified retirement assets to charity
- Trust distributions and the sometimes elusive Section 642(c) deduction
- Section 501(c)(4) organizations
This is your opportunity to connect and collaborate with other professionals on relevant issues while earning continuing education and learning credits to preserve valuable business credentials.
Pre-registration is appreciated but not required and a complimentary lunch will be available to those who request it when registering.
REGISTER HERE