Planned Giving Questions? We’ve Got Answers at CDA Presents in Anaheim

Do you have questions about estate planning? Planned giving? Your will? The CDA Foundation invites you to join us at the “Practice and Life Transitions – Estate Planning Basics” seminar.

Learn how to create a thoughtful estate plan that transfers assets to loved ones in a way that is tailored to fit your individual personality and family needs, as well as identify philanthropic capital that may be used to support a charity of your choice.

Bob Hoffman, vice president of Thompson & Associates and longtime estate planner, will be offering a comprehensive approach to better understanding planned estate options. He has successfully built planned giving programs from start-up viability, and has helped hundreds of individuals provide for their own financial security while creating gifts to their charities of choice.

Dr. Janice Moreno, CDA Foundation Board Member, attended last year’s seminar and says, “I was astounded by how much I learned. Bob Hoffman is a wealth of knowledge and takes what seems complicated and makes it very easy to understand.”

The seminars are offered:

Friday, May 15, 2009
Hilton, Huntington Room B
10 – 11a.m. and 2 – 3 p.m.

A mini-presentation is also offered at The Spot in Exhibit Hall D from 1 – 1:20 p.m.