Have you thought about your charitable giving plan, both for today and for your legacy? Do you know the investment strategies, tax benefits and how to set-up your estate plan?
If you have questions, we are bringing the people who can provide some answers. Join us on October 16 at 630pm for this 30,000 foot overview to help get you started. The goal is to help you start the process without overburdening you with details.
This educational event will be at our office and on zoom, so you can choose the best platform. The main presentation will take about 30 minutes. For those in-person, you will be able to meet the presenters for follow-up questions.
To register: CLICK HERE!
This event is open to everyone, so register today!
Our presenters are: David Rabenold (Investing) – 610.395.1818 / mp269@primerica.com | Becky Hoffman (Tax Strategies) – 484.222.0661 | Attorney Kevin S. Santos (Estate Planning) 610.432.7200 / acapone@santoslawgroup.com
