You are invited to the Oaklawn Foundation’s first annual VIP symposium. Get up-to-date information on changes to tax laws and what you should do now to update your financial plan and receive the greatest tax benefit from your charitable contributions. The Symposium will also feature a presentation from Oaklawn President and CEO Laurie Nafziger, who will speak about changes in the world of mental health, addictions and the opioid crisis.
Topics include:
Overview of tax law changes and how this impacts your charitable donation deductions
Tools and techniques for planned charitable giving during your lifetime and in your estate plan
How your estate plan has been impacted by recent tax law changes
Brief discussion of special needs trusts
Cost: Free
Dates:
October 31, 2018 11 a.m.-1:50 p.m. Elcona Country Club
or
November 6, 2018 7:30-10:40 a.m. Morris Park Country Club
Presenters:
• Laurie Nafziger: Mental Health and Addictions update
• Angie Miller, Insight Accounting Group: The Basics: Accounting, Tax Law and Charitable Giving
• Marlene Kroeker and Todd Holsopple, Everence: Maximizing Charitable Giving, a Financial Advisor Perspective
• TBA: Maximizing Your Charitable Impact in the Short- and Long-Term and Use of Special Needs Trusts, a Legal Perspective
Please RSVP by October 26 for the Elcona symposium and November 2 for the Morris Park symposium. Click here to complete RSVP form.
Presented by our partners at:
Insight Accounting Group, Lake City Bank, Everence and First State Bank
Schedules:
October 31: Elcona Country Club
11:00 to 11:30: Registration and Lunch
11:30 to 11:35: Welcome and Introductions
11:35 to 11:50: Mental Health and Addictions update, Laurie Nafziger
11:50 to 12:20: The Basics: Accounting, Tax Law, and Charitable Giving, Angie Miller, Insight Accounting Group
12:20 to 12:50: Maximizing Charitable Giving, a Financial Advisor Perspective, Marlene Kroeker and Todd Holsopple, Everence
12:50 to 1:20: Maximizing Your Charitable Impact in the Short- and Long-Term and Use of Special Needs Trusts, a Legal Perspective; TBA
1:20 to 1:50: Panel discussion / Q& A
• Lake City Bank – Investment Advisory
• First State Bank of Middlebury Trust Department, Patty Yates
• Everence, Marlene Kroeker and Todd Holsopple
• Insight Accounting Group, Angie Miller
• Attorney, to be announced
November 6, 2018; Morris Park Country Club
7:30 to 8:00: Registration and Breakfast
8:00 to 8:05: Welcome and Introductions
8:05 to 8:20: Mental Health and Addictions update, Laurie Nafziger
8:20 to 8:50: The Basics: Accounting, Tax Law, and Charitable Giving, Angie Miller, Insight Accounting Group
8:50 to 9:20: Maximizing Charitable Giving, a Financial Advisor Perspective, Marlene Kroeker and Todd Holsopple, Everence
9:20 to 10:10: Maximizing Your Charitable Impact in the Short- and Long-Term and Use of Special Needs Trusts, a Legal Perspective; TBA
10:10 to 10:40: Panel discussion and Q& A
• Lake City Bank – Investment Advisory
• First State Bank of Middlebury Trust Department, Patty Yates
• Everence, Marlene Kroeker and Todd Holsopple
• Insight Accounting Group, Angie Miller
• Attorney, to be announced
Click here to complete RSVP Form