"Blended Gifts: A New Generation's Charitable Giving"

 by Sarah Corney, Esq.

When: Tuesday, June 5, 2018    8:00 am - 9:00 am (breakfast at 7:30 am)

           Where: Girl Scouts of Western Ohio

This presentation will explore strategies of lifetime and testamentary giving relevant to the next-in-line generation of givers.  A significant portion of inheritable wealth (wealth that will not be expended during the earner’s lifetime) is in tax-deferred retirement plans, such as IRAs and 401k plans. 

Sarah Corney, Esq., is a private practice attorney with the firm of RCO Law.  She focuses her practice on estate planning, business planning, and real estate. She assists individuals and business owners by implementing a plan for their finances, healthcare, and legacies in the event of their disability or death. Much of her practice involves the drafting of wills, trusts, deeds, and business agreements. 

 

1 Hour of Continuing Education credit will be offered for OH Insurance, CLE, CFP, CPE, PACE & CFRE (pending).

TAPPP & AFP Members - $15

Non-Members - $20

 

ATTENDANCE POLICY: No refunds will be given unless you cancel prior to 5 business days before the event. No shows on the day of the event will be invoiced.

Click here for more detailed program information.

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