Renaissance, the largest independent charitable trust administrator in the nation, is a renowned trainer of financial advisors on integrating charitable planning into their practices. Through Renaissance's pioneering efforts, thousands of financial advisors have used "Social Capital" to realize the full potential of estate planning, thereby attracting and retaining more wealthy clients. The "Social Capital Story", a Renaissance hallmark, teaches you how to help your clients reduce taxes and increase income, leave a larger inheritance to their heirs and make larger gifts to charities.
The growth potential associated with integrating charitable planning into your practice is enormous. You should take advantage of this unique opportunity, particularly as we all explore innovative ways to satisfy the needs of our clients.
Our 2011 Workshop introduced a new one-day format and was a big hit. We are excited to be returning to the Embassy Suites Downtown Indianapolis on May 18th for our 2012 Workshop.
Click here to see the agenda from our May, 2011 Workshop in Indianapolis.
The Renaissance Advanced Charitable Planning Workshop costs $149 per attendee. We also offer the opportunity for other attendees from the office of someone paying full price to attend for only $99.
Register Online or call Renaissance at (800) 843-0050.