About this Event
Whether you’re just starting to think about planned giving or looking to make changes to your will or trust, this seminar is for you.
Come learn about simple and effective tools to help you plan your legacy with Tom Worth, an estate-planning attorney and Mila Coffey, an accounting, tax, and comprehensive financial planner, both with over 35 years of experience.
Create a Lasting Legacy
- Discover new ways to safeguard your family, assets, and more.
- Find peace of mind through a wide variety of tax benefits.
- Planned gifts can be tax-efficient and impactful way to support the charitable cause of your choice.
- Support Contra Costa College (CCC) students while creating a lasting legacy.
- Help the CCC Foundation achieve its goals. for current and future generations.
The seminar will be followed by light appetizers prepared by CCC culinary students, courtesy of the Contra Costa College Foundation.
SPACE IS LIMITED! RSVP TO RESERVE YOUR SPOT!
We look forward to seeing you on October 30th! Feel free to contact Sara Marcellino with any questions at [email protected] or 510-215-3805. Thank you!
To learn more about legacy giving at the Contra Costa College Foundation, please visit .
Agenda
đź•‘: 04:00 PM - 05:00 PM
Estate and Planned Giving Seminar – Fireside Hall at Contra Costa College
đź•‘: 05:00 PM - 06:00 PM
Light Snacks Prepared by CCC Culinary Students
Event Venue & Nearby Stays
Contra Costa College - Fireside Hall, 2600 Mission Bell Drive, San Pablo, United States
USD 0.00




