World Union Webinars:

All About Planned Giving – Do Good by Leaving a Legacy

Join us for a free Zoom webinar on October 29th at 3:00-3:45 pm EST and learn how to do good by leaving a legacy with our panel of experts!

Discover:

  • Ways to enhance retirement plans while supporting causes you care about
  • Questions to ask before meeting an estate planner
  • How philanthropy and financial security are both possible for middle income families
  • New planned giving platforms, tax considerations that impact your money, and much more!

 

Guest Panelists

Jaime Lewis is an attorney who guides her clients through legal life planning in areas such as asset protection, planning for incapacity, effectively structured children’s protection, and legacy planning.

Geoffrey Close is the first Vice President and Wealth Advisor for Morgan Stanley. He has been tailoring financial guidance and investment management strategies for nearly 40 years to individuals, families, small business owners, and nonprofit organizations. 

Mark Levenfus is the Managing Partner Emeritus at Marks Paneth, LLP. He founded the firm’s media and entertainment practice which involves working with e-commerce, telecommunications, internet, and other media relations facets.

 

Click here to reserve your attendance and get the webinar link from Zoom.

 

 

For more information, email WUPJ Legacy Chairs, Ron Cohen or Peter Buchsbaum.