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ANNUITIES WITH A GUARENTEE
LONG TERM CARE INSURANCE
LIFE SETTLEMENTS of INSURANCE
BLUE CROSS - BLUE SHIELD HEALTH INSURANCE
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GIVING WHILE LIVING
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CONTACT ERICA
LEARN TO USE LIFE INSURANCE AS A PHILANTHROPIC TOOL FOR CHARITABLE GIVING
For more information about financial planning and insurance, including a free buyers guide please contact Erica.
All on-site financial planning consultations are Free, and include a Free gift.
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
Reserve Your Seat Today! Click Here,
Call 681-1040 Ext. 10 or email us at info@nscsb.org.
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.
Nonprofit Support Center, Santa Barbara
5638 Hollister Ave., Second Floor Conference Room
Fee: $40 Member, $55 Nonmember
Earlybird Discount! $10 Off if paid by November 27
Member agencies may send additional participants for $20 each.
Light refreshments will be served.
Register Now!
Scholarships are available. Apply through online registration or call 681-1040 Ext. 11
Expert Guests:
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 Consultant/Advisor, Endowment Funding, Business Development/Marketing Consultant, Non-Profit Co-Director/Founder,
Grant Writer, Education Consultant
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.
Parking and Directions (click here for map)
LIMITED VISITOR PARKING is available in the building’s parking lot. Please park only in spaces marked NSC or Visitor. Street parking is available on Hollister, Kellogg and Kinman, surrounding the building. Please allow time in your travel plans to find parking and arrive at your event on schedule. Thank you for helping us to begin our events on time.
From 101-S: Exit Fairview and Turn RIGHT onto Fairview; Turn LEFT onto Hollister; Make a U-Turn at Kellogg; NSC is in large grey building halfway down the block on the right-hand side.
From 101-N: Merge onto 217, UCSB/Airport Exit; Stay to the RIGHT and Exit at Hollister; Turn RIGHT onto Hollister; NSC is in large grey building one block down on the right-hand side.
Registration Policy
Registration is required to ensure your seat at workshops and networking events. Your space cannot be guaranteed without your check, cash or credit card number. Without knowing who is coming, we cannot plan for space and materials for all participants, and we may not know if our minimum for that event has been met. All registrations received and PAID prior to the 48-hour Earlybird deadline will automatically receive a $10 discount. Earlybird discount does not apply to roundtables or Finding Funding on the web. Postmark date determines Earlybird eligibility for mailed payments. We reserve the right to cancel an event 48 hours prior if our minimum number of paid registrations has not been met. If you are unable to attend, please inform us as soon as possible and we will issue a credit. We want to save you the frustration of calling in your registration at the last minute, or arriving at the door, only to find that the event has been cancelled. Thank you for your cooperation.
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