Making the Most of Your Legacy Webinar Series: Part Four

The “why” behind every gift to the Trail Conference is just as unique as the person donating to our mission. How they choose to support our efforts can be just as personalized.

If you’ve been wondering about your charitable giving options, we invite you to participate in our new webinar series, Making the Most of My Legacy. Longtime Trail Conference supporter David J. Haas, president and founder of Cereus Financial Advisors, LLC, will be offering insight on several ways to give, explaining the benefits of each method.

Our fourth session will be held on Nov. 4 and will discuss Advanced Planning: Using Charitable Remainder Trusts to manage taxes and create lifetime income for your heirs.

This webinar session will help clarify:

Advanced Planning: Using Charitable Remainder Trusts to manage taxes and create lifetime income for your heirs


ABOUT THE SPEAKER:

David Haas CFP® is president and founder of Cereus Financial Advisors, LLC in Franklin Lakes, N.J., which specializes in comprehensive financial planning and wealth management for executives, professionals, and small business owners. He has been a Trail Conference member and volunteer for over 30 years.

 

When
November 4th, 2020 7:30 PM   through   8:15 PM
Location
Additional workshop information
Level
Coordinator Jennifer Zack
Instructor David Haas
For more information, contact... [email protected]

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