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Living Your Legacy: Retirement, Estate and Charitable Planning Strategies

October 22, 2023 @ 11:30 am - 1:00 pm

Free

This is a walk-through of the foundational retirement income planning, tax-efficient wealth transfer, and charitable planning concepts.  Topics include:  Wills and Trusts; Other important documents; MN Estate Tax; Federal Estate Tax; IRAs and Qualified Plans; Qualified Charitable Distribution; Capital Assets; Deducting charitable gifts; examples.

Presenter:

Cathy Eagan received her BA and JD from the University of Minnesota. She has worked in financial services her entire 31-year career, first at Thrivent and now at Ameriprise. She helps financial advisors with their clients’ estate plans. In addition to her law degree she holds the Certified Financial Planner® designation, and for many years taught the estate planning section of the CFP® to candidates.

Cathy and her husband Patrick have been members of Central since 2002.

A lunch will be provided.

This is an in-person event – This event is “free” but we request that you “RSVP” for each person attending

RSVP –  Register on the web for each person attending by clicking on the “Going” button below, or send an email with each person’s name and, optionally, their email for updates, to “events@centrallutheranfoundation.org”.

Details

Date:
October 22, 2023
Time:
11:30 am - 1:00 pm
Cost:
Free
Event Categories:
,

Organizer

Central Lutheran Church Foundation
Email:
events@centrallutheranfoundation.org
View Organizer Website

Venue

Lower Narthex
333 South 12th Street
Minneapolis, MN 55404 United States
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