BACK BY POPULAR DEMAND.

Register Early - Space is limited to 30 attendees

Masks are NOT required. Coffee & water will be provided.

“Charitable Giving Tax Strategies”

Workshop Date: Thursday, April 14, 2022

Presenters for the workshop are Brett Petersen, Vice President – Director, Private Wealth Advisory and Taylor Morgan,  CFP, 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.

PARKING - Please park in the Best Buy or Oberweis lots when attending this workshop..

Click the button below to register with Busey.

If you attended this workshop in the past, please give others an opportunity to sign up for this workshop.