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FOR IMMEDIATE RELEASE
January 21, 2003 |
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Notice of teleconference:
Manulife USA hosts call with Stephan Leimberg
Boston - On February 11, 2003, Manulife USA will present Stephan Leimberg, estate and financial planning expert, in a teleconference entitled “Gifts that Give, Gifts that Give Back: A Philanthropic Client-Oriented Seminar.” Hosted by Randy Zipse, Senior Vice President and Senior Counsel, Advanced Markets, Manulife USA, the call will be from 2:00 to 3:30 p.m. (ET).
The teleconference will address the dynamics of the charitable planning seminar process, explain key charitable principles, and offer listeners valuable strategies and insights into this important, though sometimes overlooked, estate-planning option. The teleconference is indicative of the on-going efforts of Manulife USA to provide advisors with information they can use to help clients reach their financial and estate planning goals. It is unique in that it will not only explain the fundamentals of charitable giving as an estate planning took, but it will also provide training for advisors in how to conduct informative and successful charitable giving seminars themselves.
A noted lecturer and estate and tax planning expert, Mr. Leimberg is the creator of numerous tools designed to educate industry professionals about a variety of financial planning topics. Through his lectures, software packages such as NumberCruncher, e-mail newsletter and database services such as LISI, and his several books (including The Tools and Techniques of Charitable Planning), Mr. Leimberg offers expert commentary and important information for financial services professionals.
Participants can register for this teleconference online at www.manulife.com/rsvp or by calling National Sales at (888) 266-7498, option 2.
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Media Contact:
Wendy W. Smith
U.S. Communications
617-854-4348
wendy_smith@manulife.com |
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