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Tax Reducing Strategies for Pre-and Post-Retirees

Join Terri Lynn of The National Shrine of Mary, Mother of the Church, as we learn from Bill Eckert, a charitable advisor in philanthropy and a senior financial advisor at Renaissance Financial, an estate planning, wealth management, and financial planning firm in Overland Park, Kansas. Bill is the founder of Charitable Giving Kansas City, a charitable giving resource to help educate nonprofit boards and donors about the multiple ways to support their favorite charitable organizations. Bill focuses on multigenerational wealth management to help families coordinate the legal issues, tax issues, accounting procedures, insurance management, investment management, banking and philanthropy to help individuals save for their future and protect their families.

The Mothers’ Shrine is offering two separate sessions for this engaging discussion, and we ask that interested participants register for their preferred session.

Details

Date:
Thursday, July 18, 2024
Time:
10:30 am - 11:30 am