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