BPM is proud to be a part of the Saint Francis Foundation Legacy Giving Perspectives, a virtual educational series on planned giving. Gain insights on planned giving, tax savings, income options and more.
The series begins with The Power of Planned Giving: Advantages & Strategies, which will cover best practices in planned giving. You will learn:
- Why it is important to consider planned gifts
- How to sustain a legacy beyond your lifetime
- Insights and tips on planning and tax savings
- Planning options that can benefit you, your heirs, and organizations you care about most
- How to create a lifetime income stream for you and/or your beneficiaries
Speakers will include:
- Scott Taylor, CPA, Partner, Assurance, BPM LLP
- Dr. Sarita Satpathy
- Chris Clarkson, Director, Wealth Strategies, Bernstein Private Wealth Management
- Mark Ryle, President, Saint Francis Foundation
Date: September 22, 2020
Time: 4:30 pm – 5:30 pm PDT