Getting Ready for December 31

Wednesday, November 13 at 2:00 PM ET

Join us for a timely review of essential estate and retirement planning strategies. This session will highlight key areas to address as we approach year-end, offering practical advice for navigating the latest tax implications and legal considerations. We'll also cover common planning challenges and opportunities that arise regardless of the political landscape, ensuring you're prepared to protect your assets and secure your financial future.

Jonathan Gudema, Esq., is the founder of Planned Giving Advisors LLC, where he provides consulting services  to individuals and non-profit organizations on planned gift arrangements and tax-advantaged charitable estate planning options.

This event is free, but donations are welcome.