Planned Giving Seminar

Leaving Your Legacy:

Please join us for the 2nd event in our “Leaving your Legacy” series in which we’ll be discussing estate planning using a values-based approach.

Topics to be covered include:

How a values-based planning approach differs from solely a tax based/financial approach,
The SECURE Act,
Charitable Remainder Trusts,
Life Insurance,
Gift Annuities.

Speakers include:

Moderated By: Doug Koenig, CTFA: Vice President & Trust Services Advisor, Union Bank & Trust

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