Life Insurance and Charitable Giving

Webinar Qualifies For

• 1 CPE Credit of Specialized Knowledge for Certified Public Accountants (CPA-US)
• 1 General Credit of Specialized Knowledge for Accountant/Bookkeeper/Tax Professionals
• 1 CE Credit of Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) (Approval No. 321322)
• 1 PL Credit of Financial Planning for Chartered Financial Analyst (CFA)
• 1 CE Credit of Charitable Giving for Chartered Financial Consultant (ChFC)
• 1 CE Credit of Financial Planning for Certified Senior Advisor (CSA)
• 1 CPD Credit for Trust and Estate Practitioners (TEP)
• 1 CE Credit of Financial Planning for Certified Wealth Strategist (CWS)
• 1 CE Credit of Charitable Giving for Retirement Income Certified Professional (RICP)
• 1 CE Credit of Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS)
• 1 CE Credit of Charitable Giving for Financial Services Certified Professional (FSCP)
• 1 CE Credit of Charitable Giving for Wealth Management Certified Professional (WMCP)
• 1 CE Credit of Insurance Planning for Chartered Life Underwriter (CLU)
• 1 CE Credit of Financial Planning for CPFA
• 1 CE Credit of Specialized Knowledge for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE045)
• 1 CE Credit of Specialized Knowledge for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE045)
• 1 CE Credit of Charitable Giving for Chartered Advisor in Senior Living (CASL)
• 1 CPE Credit of Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA)
• 1 PL Credit of Financial Planning for CIPM
• 1 CE Credit of Specialized Knowledge for Retirement Management Advisor (RMA) (Approval No. 23MYCPE045)
• 1 CPE Credit of Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA)
• 1 CE Credit of Charitable Giving for Chartered Advisor in Philanthropy (CAP)
• 1 CE Credit of Charitable Giving for Chartered Special Needs Consultant (ChSNC)
• 1 CPE Credit of Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA)

About Instructor

Richard Peck

Founder, Richard C. Peck Consulting, LLC

Richard “Rick” Peck is an independent philanthropy advisor with Richard C. Peck Consulting, LLC and founder of The Philanthropy Guy, a leading-edge charitable giving resource hub featuring a podcast series, interactive website, learning opportunities, and book.

For the past six years, until March of 2023, Rick led the New Hampshire Charitable Foundation’s philanthropy and donor services team, overseeing all aspects of development, donor engagement and donor services.

Before joining this statewide community foundation, Rick served Dartmouth-Hitchcock Health and the Geisel School of Medicine at Dartmouth College as director of individual giving and gift planning, where he worked with grateful patients and families as well as medical school alumni to achieve their philanthropic goals.  He also served Dartmouth College as an associate director of gift planning, working with alumni of the undergraduate college.

Rick is a Certified Financial Planner®, a Chartered Advisor in Philanthropy® and a Chartered Financial Consultant®.  He holds an MBA from Baker College in Michigan and a BA from the University of Massachusetts.

Additional Information

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.