Join us at this free seminar presented by St. John Neumann staff, an estate planning attorney, and a financial professional advisor.
Topics to be covered include . . .
Wills and trusts
The importance for individuals and couples to have a will and other critical documents in place
Power of attorney
IRAs and qualified charitable distributions
Donor advised funds
A variety of other estate planning and charitable giving topics
This seminar will be offered on two different occasions. You must RSVP to attend.
Wednesday, December 4th (1-2:30pm)
Thursday, December 12th (7-8:30pm)
The time frame includes presentation and Q and A.
The seminars will be held in Seton Hall, next door to the church.
The same information will be provided on both dates. Refreshments will be provided.
Please RSVP to Patrick Wade, SJN Director of Development: firstname.lastname@example.org