[REPLAY] Ameritas BOOM Series Module 6: Charitable Planning from Ameritas

Recorded 08/05/2026 

Charitable giving helps business owners build a meaningful legacy while offering important tax advantages. With the right approach, philanthropy can become an integral part of long‑term financial wellness.

Join us Aug. 5 at 11:00 AM CT for an in‑depth session on key charitable planning tools, including charitable remainder and lead trusts, donor‑advised funds, and wealth‑replacement strategies. We’ll share practical ways to align generosity with financial goals.

Participants will gain insights to help clients maximize their impact, manage tax exposure and incorporate charitable giving into broader estate and financial plans. 

BONUS content! Watch an interview with Kelly Bowen regarding Charitable Planning.