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Thursday, November 14, 2024

MONTANA TECH: Estate and Charitable Planning After the SECURE and CARES Acts to be held December 3

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Montana Tech issued the following announcement.

Estate and Charitable Planning After the SECURE and CARES Acts

Thursday, December 3, 2020 at 12:00 PM – 1:00 PM MST

Next Week

Online Event: https://register.gotowebinar.com/register/7522644563076070414

Join Event

Details

The SECURE and CARES Acts may influence your estate planning and charitable giving. We are offering a complimentary webinar to highlight a few key details of these important laws, give an overview of what you need for a solid estate plan, and show how you can leave a legacy at the Montana Technological University Foundation.

Attend this webinar to:

Learn about a few key details of the SECURE and CARES Acts

Discover what you need for a solid estate plan

Explore the most popular ways you can leave a legacy at the Montana Technological University Foundation

Learn about Montana tax credits when you make a charitable gift to a qualified endowment fund

Recommended audience: This presentation will be suitable for all ages and levels of understanding.

Presented by Lynn M. Gaumer, J.D., Senior Planned Giving Consultant for The Stelter Company.

Original source here.

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