CHARITABLE PLANNING PODCASTS: Now at CharitableTrust.com: free Charitable Planning Techniques and Tips in downloadable audio format!

Renaissance is excited to introduce a brand-new way for you to stay up to date on the most effect charitable planning techniques and strategies. Our website now hosts audio files (MP3 format) that feature our experienced planning professionals explaining and illustrating the latest news and ideas in charitable planning.

These new podcasts:

• Are FREE;

• They cover planning strategies and current topics in charitable planning;

• They are all between 2 and 4 minutes long; and

• You can listen on your computer, burn them to disc for your car, or save them on your MP3 player.

ADVISOR PROFILE:
Mike Owens - President and Co-founder of Strategic Legacy Advisors, Inc.

It was our pleasure to welcome Mike Owens, the President and Co-founder of Strategic Legacy Advisors, Inc. of Lincoln, NB to speak at the May Renaissance Charitable Planning Workshop in Indianapolis. Mike was able to share how his relationship with Renaissance has shaped his practice over the years which have led to the implementation of many creative charitable plans. These plans have captured capital that otherwise would have gone to the government in the form of taxes and have allowed his clients to redirect that capital to their favorite charitable organizations.

Mike shared with the group an example of one of his recent charitable cases that utilized a Grantor Charitable Lead Annuity Trust. This strategy effectively loans cash from the sale of US savings bonds to create an immediate income tax charitable deduction. To minimize “phantom income” from trust income he recommended a tax sensitive investment approach utilizing tax free, tax exempt and tax deferred instruments. The result is that the income tax charitable deduction offsets the tax on the sale of the US savings bonds, the charity enjoys the use of the income distributions and ultimately the trust assets reverts back to the grantor to meet their other financial objectives.

If you would like to learn more about how charitable planning tools can assist you in developing advanced sales, plan now to attend the next Renaissance Charitable Planning Workshop.

RENAISSANCE CHARITABLE PLANNING WORKSHOP: Coming to New York and Las Vegas this Fall!

The Renaissance Charitable Planning Workshop that was held in Indianapolis in May was a huge success. We had a full house, and the new updated content was very well-received.

The Workshop was such a hit, we've decided to do back-to-back workshops in New York, NY and Las Vegas, NV in October.

We'll be at the Park Central Hotel in New York, NY October 13-14, 2008, and at the Monte Carlo Hotel and Casino October 16-17, 2008.

You can view a sample agenda and view registration information by visiting our website or Emailing Vicki Reed.

RENAISSANCE:
Out and About

• June 22-25 - Vicki Reed at the 2008 MDRT Annual Meeting in Toronto, Canada

• September 30-October 2 - OneAmerica Financial Partners National Education Conference in Indianapolis, IN

• October 21-25 - Greg Baker speaking at NCPG in Denver, CO

• October 22 -25 - Ted Batson speaking at the MDRT - Top of The Table Annual Meeting in Austin, TX