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Special Educational Webinar "Charitable Giving and 2020 Tax Changes"

What has changed? What do you need to know now? How do the changes impact your taxes, retirement and charitable giving?

 

The world around us continues to change and recent tax changes can impact your estate plans, retirement plans and charitable giving. Learn how to maximize your charitable contributions today and provide for a flexible estate planning solution in the future.

This webinar will discuss:

Maximizing Your Charitable Contributions
Creating Flexible Estate Planning Solutions
Tips for Qualified Charitable Distributions
Windows of Opportunity: Tax and Retirement Relief

Speakers:

Judith Schwartzbaum
Senior Vice President - Wealth Management Senior Portfolio Manager Alternative Investments Director Senior Investment Management at The Schwartzbaum Urfer Group Morgan Stanley Wealth Management
Judith Schwartzbaum has been named to the Forbes “Top 250 Women’s Wealth Advisors” list in 2018 and to the Forbes list of America’s Top Wealth Advisors State by State list in 2018, 2019 and 2020. Ms. Schwartzbaum is a past member of the Neuro Challenge Foundation for Parkinson's Board of Directors and currently serves on the Neuro Challenge Foundation Development Committee.
Kurt Thompson, CPA
Senior Vice President and Managing Director of the Family Office at 1st Source Bank Wealth Advisory Services
With more than 25 years of experience with 1st Source Bank, Kurt works with multi-generational family members and businesses to preserve wealth, facilitate communication, and help ensure that legacy planning has focused intentions and thorough execution. Kurt specializes in estate, retirement, planned giving and charitable trusts, donor-advised funds, asset management, business succession and family dynamics.
Justin Cohee, J.D.
Trust Officer, Family Office at 1st Source Bank Wealth Advisory Services
Justin advises clients in complex legal matters including estate planning and elder law. He spent 7 years with the Law Firm of Evan H. Farr P.C. in Fairfax, Virginia, where he gained experience in estate planning documents, matters pertaining to Elder Law, Medicaid, Veteran’s Aid & Attendance, Guardianships and Conservatorships.

 

Event Properties

Event Date 08-03-2020 12:00 pm
Individual Price Free
We are no longer accepting registration for this event

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COVID-19 Update:

The health and safety of our Parkinson’s community is our number one priority.

ALL Neuro Challenge Foundation's in-person meetings and programs are cancelled until further notice. Beginning April 1, 2020 we will be offering our monthly programs online. In the meantime, our Neuro Challenge Care Advisors continue to provide FREE 1:1 Care Advising sessions by phone or video chat. Please reach out to them directly via email or phone to schedule time as you need it.

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