Search for tag: "assets"
Who Do You Trust? Planned Giving WebinarAre you wondering who should manage your affairs after you're gone — should it be a family member, a trusted friend, or a seasoned professional? Don't let this important decision…
From Caitlyn Valle
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Avoiding Conflict Over Your Estate PlanWe have all heard horror stories about how someone’s estate became a complicated mess. Listen to our experts to find out how you can avoid major pitfalls and safeguard your legacy. Attorneys…
From Serena Metcalf
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ServiceNow Asset Management and Recording for IS-3ServiceNow Asset Management and how IS-3 information is recorded in the Asset and Configuration Management modules in ServiceNow
From Tobi Paton
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Life is Complicated. Protecting your family shouldn't be.Estate planning is as simple as ABC: •Avoid unnecessary costs •Benefit your family and/or favorite charities …
From Serena Metcalf
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More than Cash: A Planned Giving Strategy for Any DonorIn this interactive workshop, we learned how contributing appreciated assets can help you and your peers make larger gifts, reduce taxes and potentially create income. There was pop quizzes that…
From Jessie De La Trinidad
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mat133-2021-06-02-minimum-variance-lineGeometry of portfolios. Minimum-variance line (curve). mat133-2021s-notes-2021-06-02.pdf 3D graphics: hw6B_3D_1_X=6_Y=8_Z=0.html hw6B_3D_2_X=6_Y=8_Z=0.html Videos and all other materials are…
From Matthias Koeppe
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A 30,000 Foot View of Estate PlanningOn Tuesday, March 30, members of the Leadership Giving Society joined an insider’s discussion with estate planning attorney, Scott J. Judson, to learn about estate planning techniques and…
From Jessie De La Trinidad
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