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Compelling Webinar about Planning Your Future Giving

UH hosted an informative webinar in May 2020 called “You Mean I Can Be a Hero, Too? Surprising Giving Possibilities Inspired by a Pandemic”—featuring speaker and donor Chris Acker, Jr., CLU, ChFCTo learn about a few straightforward options that help you plan for your future while also helping to ensure United Helpers' strong future, please enjoy the video: 

 

 

If you have any questions, please contact us at giving@unitedhelpers.org.

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In 2020, is your heart leading you to do something lasting for UH? The pandemic crisis may have crystallized your vision of what you value most. Your personal story and passions may be telling you that now is your time to plan a special gift.

Right now, you can plan your future giving … and it may benefit you for the rest of your life, and then it will flow to UH after you pass away. This is powerful giving that many folks can do.

In the U.S., this type of gift planning is experiencing an increase, due to COVID-19.

Enjoy the recording of this webinar to learn about surprising ways that nearly anyone can make a lasting impact on UH. Your life insurance, your retirement savings—many people have these as a matter of course. They can be transformed into beautiful, thoughtful gifts to UH!

Chris hosted this Zoom webinar as a gift to United Helpers, honoring the great value that his father placed in UH.

Above all, always make your plans with your tax adviser, financial adviser, or attorney.

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About Chris Acker, CLU, ChFC

Chris is a native of Ogdensburg, New York. He graduated from Williams College with a BA in history in 1985.

He then began his insurance career with The Manufacturers Life Insurance Company (now John Hancock) in the fall of that same year, where he was a brokerage representative, helping independent insurance agents and brokers place impaired risk and specialty insurance coverage.

In 1989, he moved into retail insurance brokerage with the San Mateo-based Link-Allen Associates, where he assisted growing technology companies and their executives with their employee benefit plans and individual insurance needs.

In 1998, he opened his own office, where he continues to specialize in helping individuals, families, and businesses with a wide variety of insurance issues, completely independent from any obligation to any specific insurance company.

He earned the professional designations, CLU and ChFC in 1988 and 1991, respectively, and continues his education on an ongoing basis.

He is a past President of the Financial Planning Forum (Palo Alto, CA) and the Williams College Alumni Association of Northern California, a title he shared with his wife, Carol, for years. He was a board member of the Peninsula Chapter of the American Society of CLU, now the SFSP. 

He is a member of the National Association of Insurance and Financial Advisors, The Society of Financial Service Professionals, and The Financial Planning Association, where he is Director of Membership on the board of directors.  

He lives in Palo Alto with his wife, Carol, who is a fee-only financial planner and also a member of the Financial Planning Forum and FPA, and his two daughters, Rachael and Samantha. Rachael was a Division I swimmer at UC Berkeley and is now in medical school, and Samantha was a Division I water polo player at Harvard.  Mowgli, the dog, is a sweet fluffy Bernese Mountain Dog and loves to greet clients at the office door.

Chris is also a committed platelet donor at the Stanford Blood Center and participates in various community service projects with his family. He enjoys spending time with his family, backpacking, reading, and travel.

(If you're interested, you can request an instant term insurance quote from Chris)

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(If you wish to give online right now, please visit Make Your Gift Now. Thank you!)
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Last reviewed: May 22 2020