Estate Planning Strategies Workshop
Published on: April 8, 2021
Starts at: 12:00 pm
Ends at: 1:00 pm
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.
- Stock gifts
- Required minimum distribution (RMD) gifting
- IRA beneficiaries
- Donor-advised funds
- Charitable trusts
- And other estate planning topics
Please RSVP to firstname.lastname@example.org to receive Zoom call-in information.