May's Educational Events

Coffee & Conversation - Wednesday, May 8th at 9:30 AM
Lunch & Learn - Wednesday, May 8th at 11:30 AM
Wine & Wisdom - Wednesday, May8th at 4:30 PM

Strategies For Leaving & Inheriting Money

Do you give now or at the end?
Refresher on Inherited IRA and Required Distributions
Gifting to children: Stocks? Cash? Should you? How much?
Hear the most common estate pitfalls that we see
College funding for multiple generations
Charitable Legacies: Most efficient strategies