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Estate Planning Strategies for Leaving Your Legacy

July 17 @ 7:30 pm - 9:00 pm

Jewish Federation of Delaware and Create A Jewish Legacy Present: ESTATE PLANNING STRATEGIES FOR LEAVING YOUR LEGACY presented by Jordon N. Rosen, CPA, AEP.

Wednesday, July 17, 2019

7:30-9:00pm

Temple Beth El, Newark

Discussion Points:

  • Why Everyone Needs an Estate Plan
  • Making Annual and Lifetime Gifts
  • Paying Medical and Education Expenses
  • Funding 529 Education Plans
  • Lifetime Charitable Gift Techniques
  • Creating a Jewish Legacy

Create A Jewish Legacy has partnered with Temple Beth El to present Estate Planning Strategies with Jordon N. Rosen, CPA, MST , AEP.

JOIN US! RSVP to Shari@ShalomDel.org.

Details

Date:
July 17
Time:
7:30 pm - 9:00 pm
Event Category:

Venue

Temple Beth El
301 Possum Park Road
Newark, DE 19711
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If you need more information, please contact us so we can connect you with one of our CPA advisors who will be committed to your business and personal success. BLS is here to help!