LUNCH - Planned Strategies with Tax Heavy Gifts
Planned Strategies with Tax Heavy Gifts, Ethical Issues with Gift Planning, 10 Charitable Planning Mistakes
|
|
8/12/2010 9:30:00 AM
Location:
SDSM&T Christensen Hall
City:
Rapid City, SD
Sponsor:
Speaker:
Johni Hays
Bio:
Johni Hays, JD
The Stelter Company
10435 New York Avenue
Des Moines, Iowa 50322
800-331-6881, ext. 219
Johni Hays is the Senior Gift Planning Consultant for The Stelter Company, a national publisher of planned giving newsletters and Web products for charities. She’s the author of the book, Essentials of Annuities and co-author of the book, The Tools and Techniques of Charitable Planning. Johni serves as a charitable planning author of Steve Leimberg’s electronic newsletter service, LISI, found at www.leimbergservices.com. Johni has been quoted in the Wall Street Journal and has published charitable planning articles in Estate Planning Magazine, Fundraising Success, Life Insurance Selling, and the National Underwriter.
Johni frequently lectures to groups on estate and charitable planning, probate, living wills, annuities, life insurance, retirement planning and IRAs, as well as income, estate and gift taxation. Johni has been engaged in the practice of law with an emphasis in charitable and estate planning since 1993. Johni graduated cum laude with a Juris Doctor degree from Drake University in Des Moines, Iowa, in 1993. She also holds a Bachelor of Science degree in Business Administration from Drake University and graduated magna cum laude in 1988.
|
|