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"How can I align my legacy with my financial plan?"This workshop is for individuals, pastors, church leaders, and everyone interested in estate planning and making a donor's legacy a reality.
Cost: $10 (includes lunch)
REGISTER BY CLICKING THE TICKETS LINK:
https://threesimplerules.org/store/20261107enduringlegacy
Among other topics, this workshop will cover the following:
Wills, Trusts, & Probate Basics
Gain foundational knowledge on creating wills, protecting family, appointing fiduciaries, and using trusts or beneficiary designations to bypass probate
The Three Pockets of Giving
Understand how income, accumulated capital assets, and estate legacy gifts work together
Charitable Giving Options Now
Explore smart, tax-advantaged tools such as direct gifts, appreciated securities (stocks/bonds), Donor-Advised Funds (DAFs), and Endowment Funds
Charitable Giving Options Later
Learn how to use bequests, retirement accounts, Charitable Remainder Trusts, and Charitable Gift Annuities to secure guaranteed lifetime income while blessing future ministry
Formulate a personal legacy plan that reflects your spiritual values and abundant blessings!
https://threesimplerules.org/enduringlegacy
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Event venue
Wesley UMC, 201 E 95th St, Chicago, IL, 201 E 95th St, Chicago, IL 60619-7207, United States, Evergreen Park
Tickets
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