Findlay Newsroom

Tag: planned giving

Cryptocurrency and Charitable Giving to be Discussed at March 6 Breakfast

An educational presentation on “Cryptocurrency in Estate Planning and Charitable Giving” will be offered Thursday, March 6, at the University of Findlay. UF’s estate and planned giving council will host the event, beginning at 7:30 a.m. Kirk Ross, regional fiduciary executive at Fifth Third Bank, is an attorney and expert on cryptocurrency in estate planning […]

‘Building Lasting Legacies’ continuing education program offered Sept. 12

A continuing education program helping area financial representatives to better serve their clients’ financial and philanthropic interests will be offered at the University of Findlay. UF’s estate and planned giving council will present “Building Lasting Legacies: A Win for Advisors, Clients, and Non-Profits” from 7:30 to 10 a.m., Thursday, September 12. Program participants are eligible […]

UF Presents “Medicaid Planning in 2021: Rules, Strategies, and Pitfalls”

University of Findlay, in collaboration with the Planned Giving Council, will host a two-credit hour Continuing Education unit Thursday, Oct. 14 from 8:30 a.m. to 11 a.m. This year’s event, “Medicaid Planning in 2021: Rules, Strategies, and Pitfalls,” will be hosted virtually via Zoom. The event is geared towards local financial planners, estate attorneys, insurance […]