VIRTUAL ONLY!

Due to the weather forecast for Monday night and Tuesday, the SAEPC board has decided to cancel the 'in-person' luncheon.  We will offer the program and CE virtually.  The webinar connection information will be sent to everyone.  Please note that you'll need to register, answer all polling questions and the evaulation at the end of the program in order to receive CE credits.

"Empowered Giving Through Non-Cash Assets"

Jeff Gerold CFP®, CEPA® is the Vice President and Head of Advisor Experience at National Philanthropic Trust (NPT). He leads NPT’s Regional Directors, Advisor Services and Donor Relations teams. He cultivates relationships with advisors in TX providing consultative support to help clients achieve their philanthropic goals. 

• Prerequisites:  None
• Experience Level: Intermediate
• Advanced Preparation: None
• Teaching Method: Lecture

CE Submission:

• CLE - 1 Hour Approved
• CFP - 1 Hour Approved
• CPE - 1 Hour Approved
• CTFA - 1.25 Approved