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