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New Year! New Plan! In-Person

Learn how to best use popular charitable giving techniques for your retirement and estate plan - some of which guarantee payments for life. Take advantage of an attorney who strictly specializes in creating plans to save tax dollars, and help you reach your financial goals all while keeping your philantrhopic and family needs a priority.

Featured Speaker: Brad Blandin, Attorney and Charitable Gift & Estate Planning Expert at Mercy Health Foundation will share invaluable insights on crafting a stragegic financial plan to start the year strong. Following the program, Brad will be available for a Q&A session to address your personal questions.  

RSVP by Tuesday, February 4 and receive a free mini bundt cake when you attend.

Date:
Wednesday, February 5, 2025
Time:
1:30pm - 3:00pm
Time Zone:
Eastern Time - US & Canada (change)
Location:
Meeting Rooms A, B, C, and D
Audience:
  Adults  
Categories:
  Adult Program  
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Lisa Richard

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