HAMPTON ROADS ESTATE PLANNING COUNCIL

Title: Creative Charitable Planning: How to Leverage Noncash Assets and AI with Paul Caspersen

Time: 3:30 pm networking/check in; Presentation: 4:15-5:30 PM (appetizers, beer, wine and soft drinks provided)

Location: Virginia Wesleyan University’s Goode Fine and Performing Arts Center, 5817 Wesleyan Drive, Virginia Beach, VA, 23455

Cost: FREE, Current HREPC members only; Register by Friday, September 12th

Program Partners: Hampton Roads Gift Planning Council and Hampton Roads Estate Planning Council, and AFP Hampton Roads

Sponsored by:

Meet our Speaker:

Paul Caspersen, CFP®, MS, AEP®, is the Director of the Center for Philanthropy and CAP® Program Director at The American College of Financial Services, where he oversees the Chartered Advisor in Philanthropy® curriculum and strategic vision.  With over 27 years of experience in financial, estate, and charitable planning, he previously led the Office of Estate and Gift Planning at the University of Florida, securing $1.25 billion in deferred and outright gifts during a historic $4 billion campaign. As Founder and President of Planned Giving Interactive, LLC (an affiliate company of Charitable Solutions, LLC), Paul develops AI-powered, donor engagement, research, and document-drafting tools that empower planned giving professionnals and professional advisors