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Giving Smarter: Doing Well by Doing Good

June 17 @ 7:00 pm - 8:00 pm

Giving Smarter: Doing Well by Doing Good

Thursday, June 17, 2021, 7:00-8:00 pm

 

Our panel of experts David Baskin, President, Baskin Wealth Management; Jessica Chittley, Partner, Beals LLP; Mark Halpern, President, WealthInsurance.com; and Daniel Wilson, CPA, CA will share insights and information about Trusts and Estates, Tax-efficient philanthropy, the importance of a Will and donating appreciated securities and insurance.

Participants will have the opportunity to send in questions in advance.

Register here today!

 

 

Daniel Wilson, CPA, CA, Principal, Tax department, Segal LLP

David Baskin, President, Baskin Wealth Management

Jessica Feldman Chittley, Partner, Beals LLP

Mark Halpern, CFP, TEP, MFA-P, President and Founder, WealthInsurance.com

 

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Details

Date:
June 17
Time:
7:00 pm - 8:00 pm
Event Category:
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