Event

Planned Giving Seminar - Yavapai

Host Organization: Arizona Community Foundation

About

Join us for a seminar on planned giving and how you can leave your legacy hosted by the Arizona Community Foundation of Yavapai County, in partnership with Friends of the Prescott Public Library, Prescott Meals on Wheels, Smoki Museum, and Yavapai Humane Society.

Topics to be covered are:

  • Cover Your Assets, A Practical Guide to Asset Protection - Howard Kesselman, JD, CPA
  • Split Your Interest with Your Favorite Charity, Not Uncle Sam - Judi Smith, CFRE
  • Wealth Multiplier Techniques - Jodi Padgett, CFP
  • What you Always Wanted to Ask and Attorney, But Didn't Want to Pay for It - Jonathan A. Millet, Esq.

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