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X-WR-CALDESC:Events for South Sound Planned Giving Council
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DTSTART;TZID=America/Los_Angeles:20210818T120000
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UID:692-1629288000-1629291600@sspgcouncil.org
SUMMARY:Lunch Training: Is the Stretch IRA dead?
DESCRIPTION:Lunch Training via Zoom \nWHO: \n\nBill Zook JD\, Principal\, Evergreen Planned Giving LLC\, Seattle\nCarol Kowalski CAP®\, Director of Principal & Planned Giving\,\nYMCA of Pierce and Kitsap Counties\nGary Brooks CFP\, CSRIC\, Partner\, BHJ Wealth Managers\, Gig Harbor\n\nWHAT: Is the Stretch IRA dead? Yes & No! The idea that lives on. \nThe South Sound Planned Giving Council Board invites you to our 8th Free\nBrown Bag lunch of 2021. It’s all about the death of Stretch IRAs – or are\nthere ways to BREATH NEW LIFE into the strategy. The background\nexplanation by panelists with be welcome information and their creative ideas\non workarounds are relatable to both Professional Advisors and Fundraisers\nalike\, as we all work with our clients and donors in the South Sound. \nBill Zook JD\, Evergreen Planned Giving is well known throughout King and\nPierce County and leads a stellar panel which includes Carol Kowalski CAP\,\nYMCA of Pierce and Kitsap Counties\, and Gary Brooks CFP\, CSRIC\, of BHJ\nWealth Managers. Together they form a powerful source of information for\neveryone – and you should consider setting aside 60 minutes during your\nlunch hour on Wednesday\, August 18\, to learn and grow your understanding\nof this topic. \nYou will walk away with helpful information and ideas that will help you in\nyour conversations regarding planning and donation opportunities that will\nenhance your work. \nJoin us for a session full of information\, valuable insights\, and useful ideas to\nhelp keep you knowledgeable about a situation that is becoming more\nprevalent each year as Baby Boomers age – inheriting IRAs. \nThis is a ZOOM meeting and therefore NO CHARGE to attend – so reply now.\nWe will send out the ZOOM link several days prior to the meeting. \nREGISTER below\, and REMEMBER: Bring your lunch and\nbeverage to the computer with you\, and we hope to see at noon on the 18th. \n\nFill out the form below to register.\nPlease enable JavaScript in your browser to complete this form.Name *FirstLastEmail *Are you an SSPGC Member?YesNoComment or Message *Submit
URL:https://sspgcouncil.org/event/lunch-training/
LOCATION:Virtual
CATEGORIES:Lunch Training
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