Strategies to Help You Make an Impact with Your Estate
Strategies to Help You Make an Impact with Your Estate
Thursday, April 23, 2026 (12:00 PM - 1:00 PM) (PDT)
Description
Planning your legacy through estate planning and charitable giving can potentially benefit your assets and the people and organizations you care about most while helping reduce taxes. Join us for a free virtual webinar, Strategies to Help You Make an Impact with Your Estate, hosted by Melanie Finkle, Financial Advisor with Heritage Wealth Advisors. We’ll provide guidance on navigating the estate planning process, ways to minimize taxes, and how to make charitable donations both today and as a part of your estate. What we’ll cover: •Defining your legacy •Creating an estate plan •Making charitable donations Estate planning helps provide security. With a well-thought-out plan, you can help ensure your loved ones are taken care of, both financially and otherwise. Join us on April 23rd at 12:00 pm PT. RSVP to the event now, and feel free to forward this email to anyone you think may benefit – all are welcome
RSVP here:
| https://www.ameripriseadvisors.com/melanie.l.finkle/lp/event/6/ |
Member Hosted Event