Calendar

There are many issues that should be considered as an individual or family decides on the right gift. This presentation will also help guide through the process, in simple terms, and is designed to help a family make the right decision based on what a family would like happen, with what they have and where they are in their life. This presentation is designed to share what type of gift vehicles are in existence, a basic understanding of how they are structured, who is needed to complete the gift and how to know it qualifies as a “charitable gift”.  

AND Choosing the right guardian for dependent children, successor trustee, executor, power of attorney, or health care representative is a vital part of the estate planning process. And its no simple task—you need someone you can trust to fulfill your final wishes and who will be willing and able to take on the task of following your wishes. 

Session Dates:
Tuesday 5th 10am: https://us02web.zoom.us/webinar/register/WN_6kVz7qOZRlagdUPg0AZTXg
Wednesday 6th 12pm: https://us02web.zoom.us/webinar/register/WN_aV9UxG2pQGOG6MIOc__2OA
Thursday 7th 7pm: https://us02web.zoom.us/webinar/register/WN_fe5mO_44QFWQ0rbYB6bNwA