During this webinar carried on Facebook live on May 18, 2021, our guests shared simple financial planning tools on how making a gift that works for you in the present empowers the change you want to see in the future.
Presentations were followed by Q&A from the audience.
Our guest speakers:
Senior Vice President, Director of Trust/Chief Trust Fiduciary Officer, Premier Bank
Mark Westerhausen, CPA
Director of Tax Services, Dulin Ward & Dewald CPAs & Advisors
President/Senior Financial Advisor, Reynolds Wealth Management
The webinar was live streamed on PBS Fort Wayne’s Facebook page.
Miss the Webinar?
Check out these videos below to catch up.
Jennifer Scroggs, Director of Trust/Chief Trust Fiduciary Officer at Premier Bank, talks about four levels of estate planning and how bringing your advisors together for a little planning can make a significant impact and bring you joy.
Greg Reynolds, President of the Reynolds Wealth Management and a Senior Financial Advisor with Raymond James, talks about three capital management strategies for giving: giving up control and making a straight gift, retaining control via donor advised funds or CRT, and drawing income with control of principal such as an insurance based solution with reoccurring income.
Mark Westerhausen CPA, Director of Tax Services at DWD CPAs & Advisors talks about three primary tax benefits from charitable contributions: Qualified Charitable Distributions or QCD, making donations with Appreciated Stock, and contribution bunching.
Jennifer Scroggs, Greg Reynolds, and Mark Westerhausen answer audience questions during the Joy of Giving in a Changing World webinar and talk about other most frequently asked questions they encounter in their individual practice regarding financial and estate planning.