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Hot topics for this year's Continuing Education •SECURE ACT (with updates if there are changes from "The Big Beautiful Bill")
•AI in Estate Planning and how it relates to all advisors
•Recent Cases of Charitable Gifts of Complex Assets
We’re excited to welcome Paul Caspersen, CFP, MS, AEP, a national thought leader in complex charitable planning and the responsible use of AI in estate planning and planned giving. Our fan-favorite CEU speaker, Bryan Clontz, highly recommends him.
Paul serves on multiple nonprofit and professional advisory boards and founded Planned Giving Interactive (PGI), an affiliate of Charitable Solutions, LLC. His work helps advisors and nonprofits alike navigate evolving tax laws and unlock high-impact charitable strategies.
In our program, Paul will lead continuing education sessions on guiding clients through the SECURE Act 1.0 and 2.0, recent developments in complex charitable planning, and the transformative role of AI in modern estate planning.
We intend to provide 3-4 hours of continuing education approved for CLE, CPE, and CFP.
Specific credits and registration links are coming soon!
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Event Venue & Nearby Stays
L'Auberge Casino Resort Lake Charles, EV Charging Station, 777 Avenue L'Auberge, Lake Charles, LA 70601, United States
