Introducing Goldtimers Workshops at Busey Bank!

Space is limited - Register Early

This is a small IN-PERSON event. Masks will be required.

“Essentials to Maximize Your Charitable Giving and Tax Deduction”

Workshop will be presented by Brett Petersen, Vice President – Director, Private Wealth Advisory and Taylor Morgan,  Assistant Vice President - Private Wealth Advisor at Busey.

Brett and Taylor will provide an overview of various aspects of charitable giving, including:

• Donor Advised Funds | What they are and how they work?

• What kind of assets can you gift? What are your options? What benefits do each provide?

• What are qualified charitable distributions (QCD’s) and how they can reduce income?

• Gifting limits to family members | How can it affect your estate?

We invite you to register for the Goldtimers Workshop. Space is limited, so register early! You will receive a confirmation email with a successful registration. Mask is required to attend workshop.

Click the button below to register with Busey.