This free, one-hour workshop will introduce you to the simple steps of how and why to add planned giving into your estate planning. By doing so you will create a lasting legacy for future generations while also saving taxes and growing your hard-earned estate.
What you’ll learn in this free one-hour workshop on planned giving and estate planning:
An overview of planned giving and how it works
- The legal mechanics of estate planning
- Tax saving opportunities
- Planning for lifetime income
- Inclusion of non-profit beneficiaries
The workshop will be led by Tom Christensen (K.C., Nixon Wenger), Kyle Britton (Partner, Clark Robinson), and Laura-Lee Locheed (FMA, retired), who will introduce participants to planned giving and estate planning.
Register to secure a spot here.
