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Estate Planning Strategies for Leaving Your Legacy
July 17, 2019 @ 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.