Thursday, February 9, 2012 Seminar
and Reception
4:00pm-6:00pm
"Gift Annuities: Drop the
Hassle, Take the Gift"
Presented by
Marvin G. Hicks, CFP®, CLU, MBA
Edward A. Tyng, ChFC, CLTC, AEP®
Financial Advisors with MassMutual
Financial Group
Program Description:
The presenters will provide a
summary of the various gifting
techniques including cash, real
estate, life insurance, IRAs and
bequest gifts. The audience will be
invited to discuss problems and
objections encountered by charities
when working with their donors. They
will present techniques for using
insurance industry products to
enhance the gifts to charities.
About the Presenters:
Marvin Hicks has 30 years of experience
in the financial services industry. He
is a Chartered Life Underwriter and
Certified Financial Planner. He is a
graduate of NC State University with a
BS degree and also received his MBA from
the University of South Carolina. Marvin
is currently enrolled in The American
College graduate program to obtain his
Certified Advisor in Philanthropy
designation enhancing his knowledge in
and assisting charities with
fundraising.
Ed Tyng has been in the financial
services business with his own practice
for 20 years and is a Registered
Representative in General Securities. He
attended Old Dominion University and
received his Chartered Financial
Consultant designation from The American
College. Additionally, Ed has earned the
Accredited Estate Planner (AEP) and is a
Certified Long-Term Care certificant
(CLTC).
LOCATION:
Cavalier Golf and Yacht Club
(off Laskin Rd and Birdneck)
1052 Cardinal Road
Virginia Beach, VA 23451
RSVP
by Feb 6th to
Sandi Ayres, HRGPC Administrator, at
sayres@hrgpc.org
Non-member charge: $35.
Checks or
cash only, please. Please make
payable to:
Hampton Roads Gift Planning
Council
638 Independence Parkway, Suite 240
Chesapeake, Virginia 23320.
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