Planning Today for Impact Tomorrow

Date and Time for this Past Event

• Monday, May 24, 2021  12pm - 1pm

Location

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Details

We are hosting a free webinar: Planning Today for Impact Tomorrow with guest speakers Miranda Bonde, Financial Advisor at OneWisconsin Financial Group and James Ledvina, Attorney with Law Firm of Conway Olejniczak & Jerry.

Please join us Monday, May 24th at noon - 1 p.m. Our goal is to start a conversation that builds a thoughtful approach around the dollars you give to your local charities. We will start a conversation on basic strategies that can impact your personal planning and change the course of your community.

Topics will include:

Planned Giving // simple strategies for all ages, young professionals through retirees
Tax Efficient Gifting Strategies for Giving // utilization of retirement accounts versus other assets
Required Minimum Distributions // what you need to know about Qualified Charitable Distributions

RSVP here for the link to the Zoom call: https://bit.ly/3eqgcXI

Join Zoom Meeting // https://us02web.zoom.us/j/7609394516