If you've ever wondered how to maximize your charitable giving and estate planning to benefit both your loved ones and the missions you love, this session is for you!

Join us for an informational session with financial advisor David Harris of RBC Wealth Management and estate planning attorney Amy Sullivan of Pinkert Law Firm.

Together, David Harris and Amy Sullivan will walk you through some of the options giving tips and guidance along the way. Learn how sound planning can maximize your charitable gifts, reduce taxes, and benefit those you love.

Have your questions answered in a Q&A following the presentation.

Schedule:

9:30-10:00 am – Social and Refreshments at Kress Pavilion (Join via Zoom to test your connection anytime)

10:00 am – Presentation

11:00 am – Q & A

11:30 am – Session concludes

Attend in-person or by Zoom.

After registering you'll receive an email receipt from GiveLively with your confirmation, directions, and a link to Zoom.