Charitable Gift – Washington Masonic Charities

Free Workshop – Financial Benefits and Importance of Planning Your Legacy – Provide & Protect Series

August 23, 2021Byron CregeurCharitable Giving, Independent Living, Planned GivingAging in Place, beneficiary designation, bequests, Charitable Gift, charitable giving, estate planning, Financial, IRA

Financial Benefits and Importance of Planning Your Legacy - Provide & Protect Series

Thursday, August 26<span...

Preparing for Your Future – Why Retirement Planning Matters to You – Creation & Accumulation – Provide & Protect Series

July 20, 2021Byron CregeurAging in Place, Charitable Giving, Independent Living, Planned GivingAging in Place, bequests, Charitable Gift, donations, estate planning, Financial

Free workshop. Join us Thursday, July 29th at 7:00 PM for our next workshop!

Preparing for Your Future – Why Retirement Planning Matters to You – Creation &...

Use Your IRA to Create a Lasting Legacy

June 4, 2021Ken GibsonCharitable Giving, Planned GivingCharitable Gift, IRA, IRA Rollover, Leave a Legacy, Legacy Giving, planned giving