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Virtual Event: Estate Planning Greenhouse: Charitable Gift Planning for The Gift of a Lifetime

Things To Know

Learn how to maximize your philanthropic impact while minimizing your tax burden in this workshop presented by the Bok Tower Gardens Department of Philanthropy & Membership and the University of South Florida Foundation Office of Gift Planning. Special guests, Mary Merrell Bailey Esq. CPA MBA MSTaxation MSAccounting of Your Caring Law Firm and Vanessa Colburn, Financial Advisor Edward Jones help their clients secure their financial future. Join them to learn how you can make the most of your assets for you, your loved ones, and your favorite philanthropies.

Event Date & Time

Thursday, May 13, 2021
11:30 a.m. – 12:30 p.m.

Price

Free for all attendees

Reservation/Purchase Instructions

Requires advance reservation
Zoom login instructions will be emailed to you
Class is limited to 99 participants

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