Knowing the Right Time and Ways to Give | Thursday, August 10 | 9:00 - 10:00 AM | Legacy Foundation

Donor Learning Series:

We are pleased to offer the Donor Learning Series as a service to those who have supported Legacy Foundation. Select to join us for one session or the full series. The sessions are free to attend. You’ll receive expert advice from local advisors at no cost!

 

SESSION #3: KNOWING THE RIGHT TIME AND WAYS TO GIVE

Are you looking for ways to support the causes you care about? Are you looking for ways to save on your taxes this year? This session will explain how a planned gift can help you achieve your goals.

This session will be led by Steve Kavois, CFP. Steve is a wealth advisor and partner at Oak Partners, Inc in Crown Point. He has been assisting clients with financial planning and investment management for over 12 years.



Start Date :
2017-08-10 9:00 AM
End Date & Time :
2017-08-10 10:00 AM

Booking Start Date :
2017-06-15
Booking End Date :
2017-08-09
 

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Event Location : Legacy Foundation Inc, Merrillville, IN, United States

 


Title Price Available
Donor Learning Series: Session 3  $  0.00 25/30