Join United Way this fall for the Tax Talk Tuesdays. Covering a range of topics including Wills 101 and how to make the most of your giving.
About this Event
You probably don’t need to be told why giving to a good cause is a good thing – but you may be curious on how to maximize your giving and multiply your impact.
Join United Way for our Tax Talk series where you will learn more about long-term planning and gain insights from local volunteers this Fall!
Tuesday, September 22, 2020
Session Speakers: Chris Gandhu and Blake Burns, High Net Worth Planners at TD Wealth
Topic: How to Make the Most of your Charitable Giving and Understanding Gifts of Securities
Tuesday, October 20, 2020
Session Speaker: Jason Sweeney, Estate Lawyer at Underwood Gilholm
Topic: Wills 101: Get Peace of Mind Knowing Your Family and Community are Taken Care of
Tuesday, November 17, 2020
Session Speaker: Rick Green, Wealth Strategist & Founding Partner, Sagium
Topic: Unique Opportunities for Philanthropy and the Advantages to Leveraging Life Insurance
The Tax Talk Series is proudly sponsored by Sagium
If you are interested in learning more about planned giving and United Way’s legacy fund or have already included United Way in your estate plans we would be happy to connect with you at email@example.com or 403-231-6444.