05.23.11 / San Francisco, CA
Presented by Horizons Foundation‘s Professional Advisors Council.
The San Francisco Foundation
Monday, May 23, 2011
Noon – 1:30 p.m.
225 Bush Street, Suite 500
San Francisco, CA | Map
Speakers:
Deb L. Kinney, Attorney at DLKLawGroup, PC
Nick Hodges, VP for Philanthropic Services at the San Francisco Foundation
In Horizons Foundation’s most recent survey, estate planning for LGBT clients ranked as the number one topic that members of our professional advisors community wanted to know more about…so here it is!
In this interactive session, you’ll learn how recent changes at the federal level impact your clients’ planning. You’ll also hear insights on how to talk with your clients about charitable giving and the power of leaving a legacy. By discussing the benefits of adding a charitable component to their estate plans, you’ll enable them to realize their estate and philanthropic goals.
Lunch will be provided. Registration is free, but reservations are required. This session is limited to 70 participants, and available on a first-come, first-served basis.
Please RSVP by May 19 to:
Devesh Khatu, Development Officer
events@horizonsfoundation.org or 415.398.2333 x115
