Approaches to Charitable Planned Giving
Please join us on Tuesday, May 17 at 11:45am at the Hilton Garden Inn in Benton Harbor, MI. Lunch will be provided and the presentation will begin at 12pm.
The Planned Giving Session will feature a panel of speakers to talk about approaches to charitable planned giving to present to clients. Topics include new options, tax benefits, potential for an income stream and the benefits to the charity.
The panel will include:
Tim Passaro (Attorney at Passaro, Kahne & Taylor)
Randy Bettich (Sr. VP/Investments at Stifel)
Dave Schaffer (CPA, Partner at Kruggel Lawton)