TREPC October Meeting: Paul Caspersen – Ways to Use Life Insurance in Charitable Planning
Aloft Tallahassee Downtown 200 N. Monroe Street, Tallahassee, FL, United StatesPaul Caspersen University of Florida Assistant Vice President an Sr. Philanthropic Advisor Paul brings complex financial thinking to the charitable planning field. As a Certified Financial Planner, Paul has 25 years of financial, estate, and charitable planning experience. Between 2012-2022, Paul served as Assistant Vice President and Sr. Philanthropic Advisor at the University of Florida,…