Estate Planning Strategies Workshop

Published on: April 8, 2021

Join the Samaritan Medical Center Foundation from noon to 1 p.m. on Tuesday, April 20th for a FREE virtual workshop on Estate Planning Strategies. Guest speakers are John Nuber, CFA, Senior Financial Associate at RBC Wealth Management, and Tim Doolittle, Attorney at Wladis Law Firm.

Topics Covered:

• Stock gifts
• Required minimum distribution (RMD) gifting
• IRA beneficiaries
• Donor-advised funds
• Charitable trusts
• And other estate planning topics

Please RSVP to beppolito@shsny.com to receive Zoom call-in information.