Upcoming Events

« All Events

  • This event has passed.

Join us June 25th for Planned Giving and Tax Savings Strategies

June 25, 2024 @ 2:00 pm - 3:30 pm
Planned Giving and Tax Savings Event

Guests will learn:

  • Ways strategic planning and proper use of beneficiary designations can potentially reduce your tax burden.
  • How the expiration of the Tax Cuts and Jobs Act of 2017 (TCJA) on January 1st, 2026 could impact your tax rates and planned giving strategies.
  • Best practices for choosing an executor and preparing them to carry out your wishes.

When: Tuesday, June 25th at 2 pm

Where: Wesbury Campus Community Center, 31 N. Park Ave., Meadville, PA 16335

 

RSVP by calling 814-332-9009 or filling out the form below:

 

No Fields Found.

Details

  • Date: June 25, 2024
  • Time:
    2:00 pm - 3:30 pm

Organizer

  • Melissa
  • Phone 814-332-9009

Venue

  • Wesbury’s Campus Community Center
  • 31 Park Ave
    Meadville, PA 16335 United States     + Google Map

Please note: Photos and/or videos will be taken at events for possible use by Wesbury. By attending these events you consent to these images being used without compensation and you release Wesbury from any liability.