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Topic

Gift Planning 101

Description

Please join us for a free educational seminar offering current information on constructing an estate plan that reflects your values and the legacy you wish to leave.

Experts will address common myths and misconceptions about estate planning and frequently ask questions:
• Do I need a will or a trust?
• Who will make medical and financial decisions for me if I am unable?
• How can I leave the legacy I want for my heirs and the charities I care about?
• What are options for retirement income planning?
• How can I sell appreciated stocks or real estate, reduce capital gains taxes, and create an income stream?

Time

Mar 24, 2022 12:00 PM in Pacific Time (US and Canada)

Webinar is over, you cannot register now. If you have any questions, please contact Webinar host: CSULB Gift Planning.

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Message preview	Hi there, You are invited to a Zoom webinar. When: Mar 24, 2022 12:00 PM Pacific Time (US and Canada) Topic: Gift Planning 101 Register in advance for this webinar: https://csulb.zoom.us/webinar/register/WN_V0G0F_naRxG4asP5SR_cBw Or an H.323/SIP room system: H.323: 162.255.37.11 (US West) 162.255.36.11 (US East) 115.114.131.7 (India Mumbai) 115.114.115.7 (India Hyderabad) 213.19.144.110 (Amsterdam Netherlands) 213.244.140.110 (Germany) 103.122.166.55 (Australia Sydney) 103.122.167.55 (Australia Melbourne) 149.137.40.110 (Singapore) 64.211.144.160 (Brazil) 149.137.68.253 (Mexico) 69.174.57.160 (Canada Toronto) 65.39.152.160 (Canada Vancouver) 207.226.132.110 (Japan Tokyo) 149.137.24.110 (Japan Osaka) Meeting ID: 831 1911 7862 SIP: 83119117862@zoomcrc.com After registering, you will receive a confirmation email containing information about joining the webinar.

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