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WORKSHOP

Free, educational workshop discusses tax-smart giving

Posted 10/26/22

Tax-smart giving is a win-win, with benefits for individuals, their family and their community.

Learn from an expert about a variety of gift-planning strategies during a free, educational …

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WORKSHOP

Free, educational workshop discusses tax-smart giving

Posted

Tax-smart giving is a win-win, with benefits for individuals, their family and their community.

Learn from an expert about a variety of gift-planning strategies during a free, educational workshop, “Have Your Cake and Eat it Too,” 10-11:30 a.m. Thursday, Nov. 3, at Grandview Terrace, Grand Room, 14515 W. Granite Valley Drive.

Refreshments will be served.

Presenter will be Dave Eastman, from Eastman Estate Planning PLLC. By attending, individuals will gain greater insight and have their questions answered.

The workshop is presented by Sun Health Foundation. To RSVP, visit SunHealthFoundation.org/cake or contact Susan Kaplan at 623-471-9561 or Susan.Kaplan@SunHealth.org.