12:30pm - Estate and Charitable Tips, Tricks and Beneficial Tools for Senior Adults - East

Sunday, October 02, 2022, 12:30 PM - 2:00 PM

Location: 2700 E Rogers Rd, 2700 E Rogers Rd, Bloomington, IN US 47401

Group: Bloomington

Estate and Charitable Tips, Tricks, and Beneficial Tools for Senior Adults

Things you may want to know and do before the end of 2022

As the saying goes, You can teach an old dog new tricks – if he’s a tricky dog!  We’re certainly not intimating that anyone attending is an old dog – but we are sure there are some tips, tricks, and beneficial planning tools that every senior adult should know.

Join us to learn how you can take full advantage of well proven, tax-advantaged strategies that can save you money, increase the benefit to your family, and invest in the Kingdom work at [church] and other ministries you love and support.

Topics to be covered include:

  • Ways to increase your tax deductions, even if you don’t itemize on your tax return.
  • Opportunities to combine income for life with charitable giving.
  • 3 Documents that won’t make you sick – but will help if you ever are.

The workshop will be held at [time and location] and will last one hour.  It will be followed by The Ultimate Family Plan, an in-depth look at how to have estate planning success in four doable steps.

 Who should attend?  Those who are senior adults or love and care for them.


Click HERE to register

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