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Charitable Planning – What you need to know
November 5, 2019 @ 7:30 am - 8:30 am
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.
Light Continental Breakfast & Coffee will be provided
to Sherice Ritthaler at
720-473-4240 or email firstname.lastname@example.org
For Professionals, these events will be worth 1 CE credit
CPA & CFP