2017 Fall Forum – November 2, 2017

When:
November 2, 2017 @ 8:30 am – 12:00 pm
2017-11-02T08:30:00-04:00
2017-11-02T12:00:00-04:00
Where:
SC Baptist Convention
190 Stoneridge Dr
Columbia, SC 29210
USA
Cost:
SCPGC Members - $35 / Non-Members - $50
Contact:
Jacque Wenger, VP for Communications
(803) 227-6199

Join us for our 2017 Fall Forum for planned giving and estate planning professionals.

Speaker:  Lawrence M. Lehmann, JD,CAP,AEP

2017 SCPGC – Fall Forum Brochure

Enjoy an informative presentation by Lawrence as he covers the following topics:

  • Successful Collaboration Among Estate Planning Professions
  • Charitable Gift Planning Strategies
  • Client Centered Estate Planning: An Innovative Approach

Larry is a graduate of Tulane Law School and is certified as a specialist in estate planning and administration, as well as taxation, by the Louisiana Board of Legal Specialization. He  practices estate planning law in New Orleans as a member of Lehmann Norman & Marcus LC, a law firm  now in its fourth generation. He has served as president of New Orleans Council of the Partnership for  Philanthropic Planning (now known as National Association of Charitable Gift Planners / CGP), New Orleans Estate Planning Council, the Jewish Children’s Regional Service, the  New Orleans Hillel Foundation and the New Orleans Friends of Music. He is currently serving as the  immediate past president of NAEPC and as vice-president of the Jewish Endowment Foundation of  Louisiana. In addition, Larry is an instrument rated pilot, and is a founding member of Pilots for Patients, a non-profit organization that provides transportation for medically stable patients who live in Louisiana and require specialized medical care.

Larry is co-author of The Future of You: Providing Clarity Where Life Intersects Wealth, The Legacy Companies, LLC, 2012

Application is being made for the following continuing education credits:

  • SC Bar
  • CFRE
  • Institute of Certified Bankers (CTFA)
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