1050 Des Peres Rd
Des Peres MO 63131
11:15 a.m. – 11:45 a.m. | Registration & Networking
11:45 a.m. – 12:15 p.m. | Lunch served
12:15 p.m. – 1:15 p.m. | Program
Guest Speaker: Shanise Evans, JD, MBA
Cryptocurrency has become a hot topic in recent years. For advisors in the estate and gift planning worlds, assisting donors and clients to navigate the options for giving and transferring these assets has become critical. This presentation will provide a basic understanding of cryptocurrency and other unique assets, such as non-fungible tokens.
Shanise Evans focuses on helping families and business owners have peace of mind that their values, wealth, and legacy are protected today and for years to come. With over 21 years of experience, she excels in guiding her clients through the maze of financial and legal decisions to enable them to effectively plan and reach their goals.
MCLE – Demystifying Cryptocurrency & Other Unique Assets: Estate & Gift Planning Considerations is approved for 1.2 total hours, including 0.0 ethics hours and 0.0 elimination of bias hours.
CFRE – Full participation in Demystifying Cryptocurrency & Other Unique Assets: Estate & Gift Planning Considerations is applicable for 1.0 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.
Please note: Upon registering for a program, each person will be asked to verify that, “By registering for this event to attend in person, I attest that I will adhere to specific facility, local, regional and national COVID-19 mitigation requirements and restrictions. More specifically, I agree to comply with mask mandates and any social distancing requirements, and furthermore, do not hold liable the venue where event will occur, the St. Louis Council of Charitable Gift Planners, its parent organization or an any others for an exposure that may occur to COVID-19.”
Registration will close 3 business days prior to each program or event so that we can effectively communicate with our vendors. Please message us directly with any further inquiries regarding late registration.
Full refunds are available up to 4 business days prior to a program or event. After that time, we are unable to accommodate refunds unless SLCCGP cancels the program or event. Thank you for understanding.
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