Event Info
Hit the Easy Button: Advising on Charitable Gifts of Tax Heavy Assets
Hit the Easy Button: Advising on Charitable Gifts of Tax Heavy Assets IRAs, Commercial Annuities and Savings Bonds
Johni Hays, J.D., is a recognized expert on charitable gift planning with nearly 30 years of experience. She’ll share information to equip you as you advise your clients in acting on their charitable wishes. Continuing education credits are available for attorneys and lawyers, financial planners, insurance brokers, and bankers!
As part of the Clayton County Foundation for the Future's mission to inspire giving in the community, we are providing this session at no cost through support from the Iowa Council of Foundations.
Reserve your seat today!
Tuesday, September 20, 2022
11:30am-12:30pm (Lunch included)
FreedomBank Meeting Room
210 S. Main St., Elkader
RSVP by Sept. 13
Event Details
Date / Time
Cost
Free
Location
FreedomBank Meeting Room, 210 S. Main St., Elkader, IA 52043
Virtual Meeting Info
This event will be held in person.