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Charitable Planning – What you need to know
November 13, 2019 @ 11:30 am - 12:30 pm
November brings Thanksgiving, a time to reflect on what we have and to help others. Charitable Planning and Gifting can fulfill these charitable goals as well as provide for tax benefits. This month we will be discussing Lifetime Gifting, Charitable Bequests, Charitable Trusts, and how all these work with your Estate Plan.
Complimentary Lunch will be provided
to Sherice Ritthaler at
720-473-4240 or email email@example.com
For Professionals, these events will be worth 1 CE credit
CPA & CFP