Presentations & Webinars

Below is a comprehensive list of current and/or upcoming events. Once you have found the one(s) that interest you, please fill out the registration form below. Feel free to email us at info@jgua.com for more information.

December 10th, 2020 @ 12:00 p.m. EST

Alfred State College Year-End Charitable Giving Techniques

Amanda from JGUA and Jason from Alfred State College are teaming up to provide the alumni and friends some charitable gifting techniques to consider. We will be discussing cash donations, gifting appreciated stock, and Qualified Charitable Distributions. Which gifting option is right for you?

Amanda L. Herrick Smith, CFP®

Senior Advisor

Jason Sciotti

Alfred State College Director of Development

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December 8th, 2020 @ 12:00 p.m. EST

Paying it Forward: Strategies for Charitable Gifting

In this session, Amanda will discuss the Cares Act, Gifting Appreciated Stock, and QCD’s.

Amanda Herrick Smith, CFP®

Senior Advisor

William Post

Business Development

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December 10th, 2020 @ 11:00 a.m. EST

Beyond the Basics: 12 Days of Gifting!

It’s the holiday season and you know what that means! In Part II of this Year-End Planning webinar series, we will be discussing different year end gifting strategies and techniques both for charitable giving and familial giving.

Kelly M. Lewis, CFP®, J.D., LLM

Advisor

Jason D. Nickerson, CFP®, EA

Executive Vice President

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