Planned Giving Workshop Series

Wednesday, October 30, 2013 - Wednesday, October 30, 2013

Grimm Hall Conference Center

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Planned Giving Workship Series - The New Win-Win Opportunity: "How Donors and Charities can Benefit from Recent Tax Law Changes" with Barry P. Levine. Barry Levine is a Vice President and Senior Financial Consultant with Northern Trust serving Southern California and Las Vegas. He has thirty years of experience providing comprehensive financial counseling to high net worth individuals and multi-generational families. Two FREE workshops to choose from – either lunch from 11:30 to 1:30 (lunch provided) or after work from 7:00 to 8:30 pm (coffee and cookie reception)

 

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