Presbytery of Grand Canyon/di Cristo workshop: Translating the Alphabet Soup of Estate Planning

August 24, 2019 1:15 pm (PST) - August 24, 2019 2:30 pm (PST)

Translating the Alphabet Soup of Estate Planning: CRT, RMD, QCR, DPOA, CLT, RLT, DAF – what does it all mean? And more importantly what do you really need to know to help church members with the elderhood planning and philanthropic goals?

In this workshop, Maggie Harmon, Ministry Relations Officer from the Presbyterian Foundation and attorney with over a decade of estate planning work, will translate the acronyms, explain how different estate planning tools fit together, and provide examples of how these can be used to help individuals meet their goals during their life and beyond.

Contact Maggie Harmon to RSVP by email or calling 866.860.3383.

Mission del Sol
1565 E. Warner Road
Tempe, AZ