12:00 p.m. | Opening Remarks
12:05 p.m. | Presentation (including Q&A)
12:55 p.m. | Closing Remarks
Guest Speaker: Johni Hays, JD, FCEP
Has your nonprofit experienced delays while attempting to collect IRA proceeds when a donor dies and your organization is the beneficiary?? Has it taken months or years to get paid? Or, have you had to first open up an entirely separate, second account? Want a quicker way to get paid? Join us to learn how to get your money fast!
Johni Hays has more than 28 years of experience as an attorney in charitable and estate planning. Johni is an Executive Vice President with Thompson & Associates where she designs values-based charitable estate plans for donors. She is the author of the book, Essentials of Annuities and co-author of two additional books.
MCLE – The RIFT Project: Eliminating Delays When Requesting IRA & Other Death Claims is approved for 1.2 total hours, including 0.0 elimination of bias hours.
CFRE – Full participation in The RIFT Project – Eliminating Delays When Requesting IRA & Other Death Benefit is applicable for 1.0 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.
Please note that this is a virtual event – registrants will be sent a link to the meeting.
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