Charitable Planning Essentials for the Pandemic and Beyond
Join Atlanta RMHC and Harrison Miller, vice president of Fidelity Charitable, at 4 p.m. October 15 for a special Zoom webinar, Charitable Planning Essentials for the Pandemic and Beyond.
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Planned Giving
Estate Planning 101
Zoom Meeting GA
Virtual Event
Join Neeli Shah, JD, LLM (Estate, Business Succession, and Charitable Planning Attorney) and Patrick Norris, ESQ (Family, Small Business, and Tax Planning Attorney) for Estate Planning 101. We’ll share the documents everyone needs and give you the tools to get started.
Free
Year-End Estate Planning and Charitable Tips for 2021 and Beyond
Virtual Event
Join Harrison Miller, CAP (Vice President and Charitable Planning Consultant at Fidelity Charitable), and Neeli Shah, JD, LLM (Estate, Business Succession, and Charitable Planning Attorney) for a timely discussion on Estate and Charitable Planning Strategies with an eye toward the proposed tax law changes from the Biden Administration.
Free
Year-End Charitable Planning: Tax-Smart Strategies for a Volatile Market
Ronald McDonald House Near Scottish Rite 5420 Peachtree Dunwoody Road, Sandy Springs, GeorgiaJoin Harrison Miller from Fidelity Charitable to gain actionable strategies for year-end charitable giving and long-term planning during a volatile marketplace. Topics will include Roth Conversions, Privately Held Charitable contributions, and other valuable insights.
Free
CLE Networking Happy Hour on Eldercare Planning
Ronald McDonald House Near Scottish Rite 5420 Peachtree Dunwoody Road, Sandy Springs, GeorgiaJoin the ARMHC Planned Giving Advisory Council and attorney Dan Munster on August 8 for a free networking Happy Hour with fellow attorneys and a presentation on Eldercare Estate Planning: Myths, Pitfalls & Planning Opportunities. CLE credit is available.