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Planned Giving and the Pathway to a Lasting Legacy
May 25, 2023 @ 6:30 pm - 7:30 pm
Location:
Arrowhead Parable Bookstore
1 Harry L Drive
Johnson City, NY 13790
Stewardship during your lifetime is about following sound principles for financial independence and preparing your estate to be the fingerprint you leave on this world. Your stewardship can be maximized by incorporating cherished nonprofits as well as other charities into your planning. You can actually pass MORE assets to your family with careful, strategic gift planning. Planned giving can also create lifetime income streams, if desired, as well as obtain favored tax treatment. In this seminar, you will learn that it’s a myth that only the wealthy have the potential to leave a lasting legacy.
