No matter how healthy we are today, none of us will live forever. That’s why it’s important to plan for how the money, property, and other assets we’ve built over a lifetime will be used.
Planned giving allows you to make thoughtful arrangements now so your resources are used according to your wishes in the future. Options include bequests in your will, beneficiary designations, trusts and endowments, and gifts of appreciated assets.
It can feel overwhelming, but planned giving ensures your loved ones are cared for while leaving a legacy with organizations and causes that reflect your values. If you need help, experts are here for you.
Our two Q&A panelists will answer your questions and help you take practical steps toward drafting planned estate gifts.
📣 Introducing our panelists:
Mike Antonacci, Partner and Advisor at Rialto Wealth Management, attorney, and CFA® charterholder, with over 10 years of experience in investment advisory, estate, and tax planning.
Jan Lane, CAP®, Senior Philanthropic Advisor at the Central New York Community Foundation, leading the Foundation’s legacy planning program and supporting charitable planning for families and organizations since 2013.
This event is hosted in partnership with the Cayuga Museum of History and Art & Case Research Lab, Catalyst Cayuga, the United Way of Cayuga County, and the Cayuga County Chamber of Commerce.
Registration is free but required.
✉️ Email
ZGV2ZWxvcG1lbnQgfCB1bml0eWhvdXNlICEgb3Jn
or call Nicole at 315-253-6227 ext. 358 to register.
Also check out other Arts events in Auburn, Nonprofit events in Auburn.
|
