If you are interested in learning more about the Endowment Fund we have a special
event planned for Thursday evening, March 8, at the St. Joseph Campus.
We will begin at 5:30 with hors doeuvres and then Mike Owens, President of Strategic Legacy Advisors will be presenting many ways to support legacy gifting. He will cover ....
- The new tax reform act
- Strategies for CDs coming due and how to receive higher lifetime income
- Selling appreciated assets and keeping most if not all the profits
- Ways to make your required minimum distributions from pensions or 401(k)s count for
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