Santa Barbara Estate Planning - Giving While Living

How to Receive Very Large $$$ Charitable Donations Using Life Insurance

Next Seminar Coming Soon!

Presented by:  Wendy Foster, Wealth Management Consultant
Expert Guests: Erica Salda, E PRO Insurance Agency LLC/Personalized Retirement Options and Paul Labiner,  ChFC, JD, CLU, Tax Attorney,/ Wealth Preservation Advisors LLC
 

The idea of putting money into charities while still alive to see the good work being done is a growing trend.

Learn about another option to help older donors support your organization through life settlements and charitable giving.   These new tools for estate planning will be explained by experts who are implementing it for donors and nonprofits every day.
 
With charitable giving expected to dramatically increase as wealthy seniors seek to identify their philanthropic legacies, Senior Settlements is a new tool to help donors achieve their charitable objectives.

• Learn How Life Insurance is becoming a Major Philanthropic Tool for Charitable Giving.
• The potential of the program is from the $100,000s to multi-millions to benefit a favorite charity.
• The profile of a potential donor: 65+, relatively healthy, a net worth of 2 - 3 million, a criteria not uncommon in Santa Barbara and surrounds.

Erica L. Salda, President/Founder, Certified Senior Advisor, E PRO Insurance Agency, LLC / Personalized Retirement Options
As a Certified Senior Advisor, Erica has expertise, helping over 4000 seniors, one-on-one, ages from 50 – 102 since 1983 achieve estate planning objectives with AAA+ rated Life Insurance Programs, Annuities, and Charitable Giving Strategies.  Recently featured in the News Press “Santa Barbara Women in Business”.  The Giving While Living Program is a Win – Win Strategy that helps her clients donate substantial charitable contributions to favorite charities while offering her clients substantial tax benefits using life insurance. Favorite pastime:  coaching and supporting youth scholarships since the 1980’s.

Wendy Foster, Wealth Management, Estate Management, Medical Management, Endowment Funding, Charitable Giving, Business Development / Marketing Consultant, Non-Profit Founder / Director, Vocation Education, Education Consultant, Coldwell Banker - Montecito 

Paul Labiner, Esq., ChFC, J.D., CLU, Tax Attorney / Wealth Preservation Advisors, LLC

A brilliant expert with 27 years experience - Estate Planning for High Net Worth clients with Programs enabling clients to make large charitable gifts with minimal out-of-pocket expense with fully-funded premium financing.  Paul Labiner is a Frequent Speaker benefiting Charities such as the Diabetes Research Institute, the Albert Einstein School of Medicine, The Memorial Sloan-Kettering Cancer Center, the University of Miami Medical School.  Publications/Articles:  American Bar Association Journal, CPA’s Guide to Creatively Using Life Insurance for Business and Wealth Preservation, Developing a Creative Estate Plan for Business Professionals and High Net-Worth Individuals.

Erica L. Salda, CSA,
President/Founder
E PRO Insurance Agency, LLC

463 Los Feliz Drive
Santa Barbara, CA 93110
P: 805-679-EPRO (3776)
F: 805-967-6254
erica@eproinsuranceagency.com
Personalized Retirement Options
License #0652408