The Gift of Preparedness: Planning Today for Peace of Mind Tomorrow
About this Event
Join John W. West, III as he presents the Win-Win-Win Seminar, you will learn how using a charitable Remainder Trust can avoid capital gains, tax on the sale of assets, increase the amount of income you receive, generate a charitable income tax deduction and make a significant contribution to your favorite charity.
Declan J. Sheehy a recognized leader in planned giving and philanthropy. With more than 20 years of advancement experience, he has led presentations on legacy giving, charitable planning, and complex gifts, including gifts of real estate. Declan serves on the Board of Directors of Charitable Gift Planners of Southwest Florida and is known for helping donors and advisors navigate sophisticated giving strategies that create meaning ful, lasting impact.
Don't mess this valuable opportunity to gain clarity, ask questions, and take control of your financial and personal legacy.
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