An overview of basic legacy and estate planning in light of the election and potential tax law changes, as well as recent important legal developments in the area of retirement and estate planning.
ONE REGISTRATION ENTITLES YOUR ORGANIZATION TO INCLUDE UP TO 20 ADDITIONAL PARTICIPANTS AT NO COST
This 45-minute program is designed for philanthropic supporters of nonprofit clients of Planned Giving Advisors and other nonprofits wishing to participate. I will review the most important recent law changes effecting retirement and estate planning, and provide an overview of the Joe Biden’s proposed tax plans.
The goals of this program for participants are:
· Awareness of recent changes that may impact your current plans
· Be apprised of potential law changes effecting your retirement and estate plans
· Overview of planning and investment options in light of possible changes coming with a new administration
THE PROGRAM WILL BE RECORDING AND ALL REGISTRANTS WILL RECEIVE THE RECORDING LINK