TIC - You Cannot Take It With You Cancelled

You Cannot Take It With You

Today's gifting strategies in light of changing tax laws:

Topics to be discussed:

- How to understand your legacy

- The various ways to fund that legacy

- The sources of that funding and the tax considerations

- Overall tax considerations

- Timing of giving, now or later?

- Longer term considerations of giving

- The considerations of choosing your recipient

Randy is a Brooks resident with a Ph.D. in Personal Financial Planning from Kansas State University. He teaches personal financial  planning at Johnson & Wales University. He writes courses for Kaplan University.

Facilitator Randy Kemnitz

Friday, March 11^th

10:00 am to 11:30 am

Complimentary (Reservations required)

Please visit www.thecommonsclub.com or call 239-949-3800