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Living and Giving-- Expert Tips on Charitable and Planned Giving

Thursday, January 20, 2022 18 Sh'vat 5782

12:00 PM - 1:00 PMBy Zoom

Whether or not you have your own Donor Advised Fund or a well-established estate plan in place, you may be missing out on key advantages available to you by changes in tax laws affecting charitable and planned giving.

What if you could engage a financial expert and an attorney to discuss these matters for free?

Now you can!

Join us for this special, mini-webinar, hosted by Julie Ann Sklaver, Senior Director, Legacies & Endowments, Jewish United Fund of Metropolitan Chicago, and featuring Shari Greco Reiches, Founder, Wealth Manager, Rappaport Reiches Capital Management, and Adam Garber, attorney, CPA, and partner in the Trusts & Estates Group of Levenfeld Pearlstein.

Please note-- this session is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, investment advisory or other services, or to give to any specific charitable organization.

Some topics to be addressed: Are you contributing your membership pledge in the most tax efficient way? How can you make changes in your estate giving without spending a nickel with an advisor or a lawyer? And:  How do you get started on a Donor Advised Fund or estate plan if you're new to the game?

Don't miss this informative and valuable mini-webinar. Please register below.

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Fri, June 2 2023 13 Sivan 5783