Legacy Giving Seminar

In this educational seminar, financial planner Steve Aquino, RFC, CSA will share general estate planning tips as well as strategies for remembering St. John in your estate. Rounding out this seminar’s expert panel is Wilson R. Bounds, Jr., CPA and Dennis M. Twigg, Esquire.

Topics include:

• Wills & Trusts
• Protecting Your Loved Ones
• Benefits of Planned Giving
• Creating a Lasting Legacy
• Estate & Legacy Tax Planning
• Planned Giving Options (tailored to your goals)

Schedule:
4:45pm – Registration & Refreshments
5:00pm – Expert Panel Discussion
5:30pm – Question and Answers

Free and open to all parishioners! Please RSVP to Char Lesniak at clesniak@sjwest.org or 410-386-0730.