Description
Free to attend either session or both! No cost, no obligation—just valuable information to help you plan for today and the future.
1:00pm - 2:00pm: ESTATE PLANNING BEST PRACTICES with Christina Noz, Esq, JD
If you do not have a plan for your estate, the government has one for you. Learn how to plan today to protect your family’s tomorrow.
2:15pm - 3:15pm: TAX BENEFITS OF CHARITABLE GIVING with David Cohen, CPA
Master the ‘double win’ of aligning your heart for giving with smart financial planning to improve the world and your bottom line.