Tax and Financial Planning with Charitable Trusts

Date: Wednesday, February 2, 2011
Time: 11:30 AM - 1:00 PM
Location: Magleby's at the Courtyard Marriott in Provo
Speaker: Geoff N. Germane, JD

 Please join us for our February luncheon where Geoff N. Germane will present on creative uses of charitable trusts to achieve tax and financial planning objectives.  Given the charitable inclinations of many in the community we serve, coupled with historically low interest rates, this topic should be valuable to all of us.

Because of our obligations with the caterer (Magleby's), we will be offering regular pricing for those that pay in advance, while those who pay at the door will incur a minimal $2 surcharge.



Related Document(s):

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