Estate Planning Seminar

September 16, 2012

Mark your calendar for Wednesday, October 10, and plan to attend an Estate Planning Seminar. Check in between 8:30 and 9 a.m. at the Cottonwood Room in the Hall Building on the CCC Hastings Campus. Please call the Mary Lanning Healthcare Foundation at 402 460 5600 to make reservations by October 5.

Speakers include Jeff Yost and Jim Gustafson, from the Nebraska Community Foundation. They will open the seminar at 9 a.m. with the topics, “Transfer of Wealth Opportunity” and “Asset-based Charitable Gifts,” respectively.

Local attorneys, Lucinda Glen and Matthew Baack, will present “Charitable Gifting,” at 9:55 a.m., followed by “Estate and Income Planning,” with Steven Groeteke at 10:40 a.m. John Posey concludes the morning with a discussion entitled, “Understanding Annuities,” at 11:15 a.m.

Please plan to attend any or all of these sessions led by area professionals that know the issues you want to discuss.

Click flier (with map on page two) for more information, including participating area foundations.

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