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January 11, 2022 American Heart Association Professional Advisor Network Luncheon

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January 11, 2022
American Heart Association Professional Advisor Network Luncheon

Last Reviewed: Dec 23, 2021

Wills, Trusts and Annuities
Smooth Sailing for Trust Creation and Administration
American Heart Association 2020 FPA Annual Conference Sweepstakes
American Heart Association 2022 Heckerling Annual Conference Sweepstakes
American Heart Association Livestreaming Event Sweepstakes
Charitable Tax Guide
A Gift for a Lifetime
Give a Gift That Lasts a Lifetime
January 2022 Gift Legacy Newsletter
July 2021 Gift Legacy Newsletter
Learn How to Increase Your Income
Learn How to Increase Your Income Now
Make a Difference & Reduce Your Tax Burden
May 2021 Gift Legacy Newsletter
One Account. Unlimited Growth.
Planning Resources for Clients
Planning Resources to Help Clients
September 2020 Gift Law Newsletter
Sip, Sip, Hooray!
Tax Guidance for Charitable Giving
Unlimited Growth
Looking for More Information
Make the Most of Your Money
September 2020 Gift Legacy Newsletter
You Dont Know What You Dont Know
2021 Federal Tax Pocket Guide
December 2020 Gift Law Newsletter
2022 Federal Tax Pocket Guide
February 2021 Gift Legacy Newsletter
April 2021 Gift Legacy Newsletter
Balancing Family and Charitable Legacies
Beneficiary Designations
Benefits of Real Estate Gifts
Charitable Giving to a Donor Advised Fund
Client Relationships Enhanced
Confidential Survey
December 2020 Gift Law Newsletter
December 2020 Gift Legacy Newsletter
December 2021 Gift Law Newsletter
Deciding between Foundation and DAF
Designate Your Beneficiaries
Donor Friendly Alternatives
Easy Techniques to Help Clients
Empower Your Clients
Enhance Client Relationships
February 2020 Gift Legacy Newsletter
February 2021 Gift Legacy Newsletter
February 2022 Gift Legacy Newsletter
Federal Tax Pocket Guide 2021
Federal Tax Pocket Guide 2022
December 2020 Gift Law Newsletter
December 2020 Gift Law Newsletter
December 2020 Gift Legacy Newsletter
Help Clients Rebalance Their Portfolios
Help your clients "DECIDE".
Helping Clients to Decide
September 2021 Gift Legacy Newsletter
Helping Develop Your Clients' Charitable Plans
High Impact Giving Opportunities
How to Help Clients Decide
Impact of COVID on Estate Planning
It's Your Will Your Way
January 2020 Gift Legacy Newsletter
December 2020 Gift Law Newsletter
January 2022 Gift Law Newsletter
June 2021 Gift Legacy Newsletter
Legacy of Heart Newsletter Fall 2020
Legacy of Heart Newsletter Fall 2021
Legacy of Heart Newsletter February 2022
Legacy of Heart Newsletter November 2021
Legacy of Heart Newsletter Fall 2020
March 2021 Gift Legacy Newsletter
March 2022 Gift Legacy Newsletter
Regaining the IRA Stretch
November 2021 Gift Law Newsletter
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October 2020 Gift Law Newsletter
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Problem Solving Resources
Legacy of Heart Newsletter Fall 2020
Real Benefits with Real Estate Gifts
Real Estate Gift
Real Estate Gifts - Real Benefits
Receive Secure Income for Life
Regaining the IRA Stretch
Road Map to Diversity, Equity and Inclusion
September 2021 Gift Law Newsletter
September 2021 Gift Legacy Newsletter
Simplify the Planning Process
Support Our Mission Receive Lifetime Income
Tax-Wise Estate Gift
Tax Wise Giving Opportunities
Tax Wise Giving Strategies
The Impact of COVID on Estate Planning
Regaining the IRA Stretch
Totally Taxwise Gift Option
Will You Be Ready
Legacy of Heart Newsletter Fall 2020
You Give the Gift of Life
Your Will, Your Way
Answers to Your Questions
Answers to Your Questions
August 2020 Gift Legacy Newsletter
Deferred Gifts That Bring Great Comfort Today
Answers to Your Questions
Receive Fixed Income for Life
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American Heart Association 2020 FPA Annual Conference Sweepstakes
American Heart Association 2022 Heckerling Annual Conference Sweepstakes
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A Gift for a Lifetime
Give a Gift That Lasts a Lifetime
January 2022 Gift Legacy Newsletter
July 2021 Gift Legacy Newsletter
Learn How to Increase Your Income
Learn How to Increase Your Income Now
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May 2021 Gift Legacy Newsletter
One Account. Unlimited Growth.
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September 2020 Gift Law Newsletter
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Tax Guidance for Charitable Giving
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September 2020 Gift Legacy Newsletter
You Dont Know What You Dont Know
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December 2020 Gift Law Newsletter
2022 Federal Tax Pocket Guide
February 2021 Gift Legacy Newsletter
April 2021 Gift Legacy Newsletter
Balancing Family and Charitable Legacies
Beneficiary Designations
Benefits of Real Estate Gifts
Charitable Giving to a Donor Advised Fund
Client Relationships Enhanced
Confidential Survey
December 2020 Gift Law Newsletter
December 2020 Gift Legacy Newsletter
December 2021 Gift Law Newsletter
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Designate Your Beneficiaries
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Easy Techniques to Help Clients
Empower Your Clients
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February 2020 Gift Legacy Newsletter
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February 2022 Gift Legacy Newsletter
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December 2020 Gift Law Newsletter
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December 2020 Gift Legacy Newsletter
Help Clients Rebalance Their Portfolios
Help your clients "DECIDE".
Helping Clients to Decide
September 2021 Gift Legacy Newsletter
Helping Develop Your Clients' Charitable Plans
High Impact Giving Opportunities
How to Help Clients Decide
Impact of COVID on Estate Planning
It's Your Will Your Way
January 2020 Gift Legacy Newsletter
December 2020 Gift Law Newsletter
January 2022 Gift Law Newsletter
June 2021 Gift Legacy Newsletter
Legacy of Heart Newsletter Fall 2020
Legacy of Heart Newsletter Fall 2021
Legacy of Heart Newsletter February 2022
Legacy of Heart Newsletter November 2021
Legacy of Heart Newsletter Fall 2020
March 2021 Gift Legacy Newsletter
March 2022 Gift Legacy Newsletter
Regaining the IRA Stretch
November 2021 Gift Law Newsletter
October 2021 Gift Legacy Newsletter
October 2020 Gift Law Newsletter
October 2021 Gift Law Newsletter
October 2021 Gift Legacy Newsletter
Are private foundations still the best solution for your clients?
Problem Solving Resources
Legacy of Heart Newsletter Fall 2020
Real Benefits with Real Estate Gifts
Real Estate Gift
Real Estate Gifts - Real Benefits
Receive Secure Income for Life
Regaining the IRA Stretch
Road Map to Diversity, Equity and Inclusion
September 2021 Gift Law Newsletter
September 2021 Gift Legacy Newsletter
Simplify the Planning Process
Support Our Mission Receive Lifetime Income
Tax-Wise Estate Gift
Tax Wise Giving Opportunities
Tax Wise Giving Strategies
The Impact of COVID on Estate Planning
Regaining the IRA Stretch
Totally Taxwise Gift Option
Will You Be Ready
Legacy of Heart Newsletter Fall 2020
You Give the Gift of Life
Your Will, Your Way
Answers to Your Questions
Answers to Your Questions
August 2020 Gift Legacy Newsletter
Deferred Gifts That Bring Great Comfort Today
Answers to Your Questions
Receive Fixed Income for Life
Test Your Knowledge
Leave a Lasting Legacy

*All health/medical information on this website has been reviewed and approved by the American Heart Association, based on scientific research and American Heart Association guidelines. Find more information on our content editorial process.

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