Essential Charitable Planner
We are excited to welcome Edward Beckwith to present on "Essential Charitable Planner" on Tuesday, October 28th.
The event will be held at the Aster Event Center 621 Grange Road in Allentown.
Two continuing education credits are pending approval for CLE, CFP, Pennsylvania Insurance, CPA, CTFA, and PACE.
1:30 - 2:00 PM Registration
2:00-4:15 PM Program w/ Break
4:15 -5:00 PM Social Reception
The presentation, "Essential Charitable Planner" will provide an in-depth overview of the world of charitable organizations and charitable giving techniques. Philanthropy plays a powerful role in wealth planning, with over $557 billion given in 2023 alone—67% of which came from individuals. For private wealth planners, understanding the motivations behind giving, from tax strategy to family legacy, is essential in guiding clients through meaningful charitable decisions. The conversation extends beyond simple transactions into legacy building, tax optimization, and aligning personal values with long-term impact. This presentation equips advisors to confidently integrate philanthropic planning into wealth strategies using tools like charitable trusts, donor-advised funds, and asset-based giving. Don’t miss the chance to elevate your planning practice and your clients’ legacies.
Nationally recognized for his skill and commitment as counsel to high-net-worth families and charities, Ed Beckwith advises families, family offices and their professionals on the tax-efficient accumulation, management and distribution of personal wealth. His experience includes the legal and administrative specialties required to establish and guide the operations of charitable and educational organizations, healthcare institutions and trade associations.
