Broker Check
13 Sept
Planned Giving Webinar 9/13/2021 Monday 5:30 pm-6:30 pm CST


I pray this email finds you well and overflowing in the blessings of the Lord!

I wanted to invite you to a teaching webinar that I am offering for those who want to learn more about how to structure their giving in a tax efficient manner, and plan well to leave a legacy for future generations and for Kingdom work. 

You do not have to be a client of mine now or ever become one in future. There is no cost or obligation for listening to the teaching. My motive is to honor God by using the knowledge and wisdom that the Lord has given me to help His children wisely steward the financial gifts that God has given to us. Please share this invitation with anyone you think may benefit from the information (ie, pastors, ministries, and other believers with a gift of generosity). 

so please register for the webinar by following this link:
9/13/2021 Monday 5:30 pm-6:30 pm CST

Go to one of the date listed above on the calendar, once you click on the link, and register. All we need is your name & email address (so we can send you the link to log in).

Some topics I will cover are:

Charitable Gift Annuities- A way to give to charity and get a guaranteed lifetime income

Charitable Remainder Trusts- a tax-exempt trust which can sell property without a capital gains tax 

Commitment Giving Trust- A way to accelerate charitable tax deductions

Retirement Assets- Charitable Rollovers and how to possibly give 200%-300% of the value of retirement assets without disinheriting your children

Life Estates- A way to leave your home to charity and use the tax deduction while you're alive. 

If you are unable to attend a webinar, you can still request a brochure outlining these strategies. Please let us know if we can send you one. 


Shana D. Burt

Financial Advisor

Date and Time

Mon, Sep 13, 2021

5:30p - 6:30p CST


9/13/2021 Monday 5:30 pm-6:30 pm CST


Event Registration

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