… and other creative ways to make a difference This program will focus on giving from your IRA and includes strategies surrounding income and estate tax consequences.
Additionally, we’ll learn more about the basic maxim of estate planning: how to plan for change.
Join Bob Stetson, a partner at Veritable, an owner-operated investment advisory firm based in Newtown Square, PA, and member of Natural Lands Board of Trustees, and Suzanne Barton director of planned giving as they share creative and tax-wise ways to support Natural Lands’ mission, your love of nature, and the outdoors.
Grab a drink, get comfortable with a laptop (or smartphone), and join the program via Zoom.
Registration required to reserve your spot. Please complete and submit the secure, on-line registration form below, or contact mm****@na******.org">Martha. Event is free for all.
Not already a member, or you need to renew? Purchase membership AND event tickets below!
$50 new member ticket includes event ticket and one year of Natural Lands membership. As a thanks for your member support, members are able to purchase 2 additional tickets at member price.
Phone: (610) 353-5587
Email: thansen@natlands.org
2023/02/28 - 2023/02/28
Online/Virtual Space