Navigating and Accepting IRA Rollover Gifts: Eliminating Delays When Requesting IRA Death Claims
February 16, 2021
Has your non-profit bumped into road blocks while attempting to collect IRA death proceeds? Have IRA custodians delayed the process? Do you want to know how to avoid all this? Want an easier way? Want faster results? Join us to learn how to get the money faster.
The speaker is by Johni Hays on Tuesday, J.D., FCEP who is Senior Vice President at Thompson & Associates in Johnson, Iowa. She has been engaged in the practice of law with an emphasis in charitable and estate planning since 1993. Hays has also worked with the insurance industry helping agents with estate and charitable plans for their clients.
An accomplished writer, she has published estate planning articles in publications such as Planned Giving Today, Estate Planning Magazine, Fundraising Success, Life Insurance Selling and the National Underwriter. Additionally, she is the author of the book, Essentials of Annuities and co-author of the book, The Tools and Techniques of Charitable Planning.
She served as the President of the Charitable Estate Planning Institute from 2012 and retired in 2016. Hays frequently lectures on a national basis to groups on estate and charitable planning, probate, living wills, annuities, life insurance, retirement planning and IRAs, as well as income, estate and gift taxation.
Hays earned a B.S. in Business Administration and a J.D degree from Drake University Law School, Des Moines, Iowa.
Registration is $15 for members; $20 for non members. You will be sent Zoom instructions after registration.