Leaving A Legacy Seminar

Do you have a charitable cause that you want to benefit from your estate, but are unsure of your options to accomplish your wishes?

Do you want to leave a gift to one or more charitable causes that costs you nothing during your lifetime?

Do you want to leave a legacy in your name or the name of a loved one?

Then join us to learn more about how you can leave a gift to your charitable organization in your Will or Trust, or how to gift your home or real property after your passing. We will also cover:
• Donor Advised Funds
• Charitable Distributions from IRAs
• Tax Implications, and more!

Professional Speakers:
• Lee Pinchouck – Executive Director, The Foundation for Florida Gateway College
• Roberta Getzan – Estate Planning Attorney, Morgan & Getzan, PLLC
• Brent Kuykendall – President, GulfCoast Financial Services
• Laura Thompson – Certified Financial Planner, GWN Securities
• Clarence Brown – Financial Advisor, Raymond James Financial Services
• Joy Lutz – Certified Tax Planner, Aligned CPA

Note: Seating for this event is limited! Please RSVP your seat prior to the event! Thank you.

Join Our Workshop

Learning the basics of estate planning and Medicaid planning is the first step in protecting your legacy, your loved ones, and your wealth. If you’re interested in registering for an upcoming workshop, please complete the brief form below, and we will alert you when new events are added to the calendar. Registration is free!

Fill out the form to join this workshop