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2023 PRACTICAL PLANNED GIVING CONFERENCEBUILD YOUR GIFT PLANNING KNOWLEDGE September 1819, 2023Location: Rose Shingle Creek Resort Orlando, FL Date/Time: Monday, Sept. 18, 8:30 a.m. 4:30 p.m. Tuesday,

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How to fill out build your gift planning

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Determine your financial goals and priorities.

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Identify assets you can use for gifts, such as cash, stocks, or real estate.

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