Demystifying Cryptocurrency & Other Unique Assets: Estate & Gift Planning Considerations

When:
April 5, 2023 @ 11:15 am – 1:15 pm
2023-04-05T11:15:00-05:00
2023-04-05T13:15:00-05:00
Where:
Missouri Athletic Club - West
1777 Des Peres Road
St. Louis
MO 63131
Cost:
Members $35 Guests $50

Schedule:
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

Presentation Title: Demystifying Cryptocurrency & Other Unique Assets: Estate & Gift Planning Considerations

Guest Speaker: Shanise Evans, JD, MBA

Presentation Description:
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. 

Speaker Bio:
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.
 

Continuing Education:

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.


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