Free Individual Meetings with Estate Planning Expert

10
Jan

January 14, 8:45-11:45 am | In Person at Nativity or via Zoom/Phone

Confused and intimidated by planned giving? Would you like to set up a legacy gift but have questions that keep you from moving forward? Anyone can leave a legacy, and the amount can be changed at any time. of any amount that can be changed at any time. With good planning, you can ensure you have what you need in your lifetime and often make a bigger gift that costs you less because of tax benefits.

Ben Boline is a Senior Charitable Gift Planner for Thrivent Charitable, which holds and manages the endowment funds for Nativity. Ben will be at Nativity on Sunday, January 14th, to offer 10-minute meetings with individuals in person, via Zoom, or by phone to answer specific questions related to planned giving. Note: Ben provides education and advice about estate planning, but he does not offer personal legal advice.

Sign up for a time slot at the Welcome Desk or contact Joanne Griffin at Joanne@NativityChurch.org.