Since the passage of the SECURE and CARES Acts, Charitable Planning has received special attention because of unique opportunities available nowhere else.  Whether charitable planning is your specialty or not, you’ll be glad you participated in  this online session.  You will learn:

• HOW the SECURE Act affects Qualified Charitable Distributions and Retirement Accounts
• HOW the CARES Act will change giving in 2020
• HOW to create a “virtual stretch IRA” with a Charitable Remainder Trust

Leave A Legacy SW MN is sponsoring this online session through ZOOM which has graciously been set up by Thrivent Financial.  You DO NOT have to have a Zoom account to join in the session.

The session will be on Wednesday, May 6th from 12:00 – 1:00 p.m.

  Please note – This online session will take the place of our originally scheduled in-person gathering which was to be on May 6th starting at 11:30 a.m. at the St. John’s Circle of Care in Springfield. 

TO REGISTER for this FREE session, please CLICK HERE

The presenter for the SECURE and CARES Acts is Dana Holt, a charitable gift planning educator, coach, professional speaker, and attorney.  Dana has helped advisors all over the U.S. with their most complex cases and taught them how to integrate charitable planning into their practice. Dana currently serves as chair of the Minnesota Planned Giving Council.

Chuck Robasse, President of Integrity Bank Plus in Wabasso, will also discuss Economic Injury Disaster Loans (EIDL) and other programs offered to help businesses.

We hope you are able to join us online on May 6th at noon.