Grace Episcopal Church: Bourn Hall, Newton Room
Includes complimentary light lunch

Join charitable estate planning professional Bob Hoffman, CSPG, CFRE, Senior Vice President of Thompson & Associates us to receive important updates in estate planning:

• Making a charitable donation through your IRA minimum required distribution
• Protecting your heirs from losing their inheritance in a lawsuit or divorce
• Why some of your assets may be subject to income tax even if your estate is not large
• Redirecting some of the potential tax on your assets to local charity

Let’s learn about planning for our future and enjoy fellowship together!