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