Free Webinar: Legacy Giving and Estate Planning
CE Hours: 1.0
Description: Are you a practice owner preparing for transition, selling your practice, or planning for retirement? Or perhaps you’re still in the midst of your career, but want to ensure your personal and charitable wishes are clearly documented.
Join us for a one-hour complimentary webinar in celebration of Make a Will Month! This session will cover the essentials of estate planning and how charitable giving can play a pivotal role in your legacy. With new tax laws potentially on the horizon, now is the perfect time to explore tax-saving strategies that benefit you and the causes you care about.
Don’t miss the opportunity to ensure your estate and charitable plans are in order and to make a lasting impact. This can be your first step towards leaving a legacy that endures for generations to come.
Learning Objectives:
- Gain a clear overview of basic estate planning principles with relevance to endodontists and dental practice owners, including wills, trusts, and powers of attorney.
- Explore the essential documents and strategic considerations that ensure both personal and practice-related assets are protected and aligned with professional goals.
- Discover the most effective and popular tools — such as bequests, donor-advised funds, and charitable trusts — that dental professionals can use to leave a lasting legacy through philanthropic contributions to causes like oral health, education, or professional foundations.
This webinar is free for AAE members
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LockedLynn M. Gaumer, J.D., CAP®
Lynn M. Gaumer, J.D., CAP® is the senior gift planning consultant for The Stelter Company, a leading source for gift planning marketing solutions for the nonprofit community. The Stelter Company, founded in 1962, partners with more than 1,300 nonprofits nationally. Lynn serves on the Board of Directors for the National Association of Charitable Gift Planners (NACGP). She is a member of the NACGP 2025 Government Relations Committee and chaired the NACGP Leadership Institute from 2021-2023. She is a current board member and past president of the Mid-Iowa Planned Giving Council, the central Iowa affiliate of the NACGP.
In accordance with this policy, I declare that I have NO past or present proprietary or relevant, financial relationship or receive gifts in kind (including soft intangible remuneration), consulting position or affiliation, or other personal interest of any nature or kind in any product, service, course and/or company, or in any firm beneficially associated therewith.