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Event

Estate Planning Strategies Workshop

Published on: April 8, 2021

Date: Tuesday April 20, 2021
Starts at: 12:00 pm
Ends at: 1:00 pm
Location: Virtual

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.