Lunch Training via Zoom
- Bill Zook JD, Principal, Evergreen Planned Giving LLC, Seattle
- Carol Kowalski CAP®, Director of Principal & Planned Giving,
YMCA of Pierce and Kitsap Counties
- Gary Brooks CFP, CSRIC, Partner, BHJ Wealth Managers, Gig Harbor
WHAT: Is the Stretch IRA dead? Yes & No! The idea that lives on.
The South Sound Planned Giving Council Board invites you to our 8th Free
Brown Bag lunch of 2021. It’s all about the death of Stretch IRAs – or are
there ways to BREATH NEW LIFE into the strategy. The background
explanation by panelists with be welcome information and their creative ideas
on workarounds are relatable to both Professional Advisors and Fundraisers
alike, as we all work with our clients and donors in the South Sound.
Bill Zook JD, Evergreen Planned Giving is well known throughout King and
Pierce County and leads a stellar panel which includes Carol Kowalski CAP,
YMCA of Pierce and Kitsap Counties, and Gary Brooks CFP, CSRIC, of BHJ
Wealth Managers. Together they form a powerful source of information for
everyone – and you should consider setting aside 60 minutes during your
lunch hour on Wednesday, August 18, to learn and grow your understanding
of this topic.
You will walk away with helpful information and ideas that will help you in
your conversations regarding planning and donation opportunities that will
enhance your work.
Join us for a session full of information, valuable insights, and useful ideas to
help keep you knowledgeable about a situation that is becoming more
prevalent each year as Baby Boomers age – inheriting IRAs.
This is a ZOOM meeting and therefore NO CHARGE to attend – so reply now.
We will send out the ZOOM link several days prior to the meeting.
REGISTER below, and REMEMBER: Bring your lunch and
beverage to the computer with you, and we hope to see at noon on the 18th.
Fill out the form below to register.