*This course has switched days with Tax-wise Distribution Strategies in the printed catalog.
Session II Add-On: April 16, 17
Wednesday & Thursday 10:30 - 11:45 pm (2 meetings)
*OLLI membership is not required.
*Course runs for 2 consecutive meetings in Add-On II.
Learn how easy it is to plan your estate and leave gifts to people and charities that mean the most to your family! Philanthropic advisors for the UA Foundation will discuss giving through your retirement and estate planning and other strategies. All attendees will receive a printed will planning guide. Bring your laptop, and we will show you how to use UA’s FreeWill software. If you’ve never had time to meet with an estate planner or advisor, please feel free to schedule an appointment with Harry, Scott, or Teresa – questions are welcome, but they can give you more in-depth advice during one-on-one appointments. In-person enrollment limited to 26.
Facilitator: Teresa Chepoda Usibelli, Major Gift Officer, UAF. Presenters: Harry W. Need, Senior Director of Philanthropic Services, UA Foundation; Scott Taylor, Philanthropic Advisor, UA Foundation.