You, your staff, clients, family, neighbors and friends are invited to attend free informational programs being presented on Monday, November 4.
A general informational session will be held from 10:00 a.m. to 11:30 a.m.
A more detailed program will be presented from 12:00 noon to 2:00 p.m for allied professionals such as attorneys, accountants, trust officers, insurance agents, brokers and bankers.
Both sessions will be held in the Sonoran Room at Rancho de los Caballeros (1151 S. Vulture Mine Road, Wickenburg) and refreshments will be served – including a light lunch at the start of the noon program.
The volunteer presenters, attorney Steve Case and accountant David McConachie, will share updates on 2013 tax law changes and IRA gift rules, plus how you, your estate and heirs can benefit through charitable gifting techniques.
The valuable information should prove beneficial for all attendees. Included will be insights for reducing tax liability and leaving a legacy for loved ones as well as for area 501(c)(3) nonprofit organizations.
This community service is jointly sponsored by these nonprofit organizations:
Desert Caballeros Western Museum
Del E. Webb Center for the Performing Arts
Wickenburg Community Action Program
Wickenburg Community Hospital Foundation
Everyone is encouraged to attend either or both of the sessions, but reservations are requested in order to assure ample seating and refreshments.
Please make your reservation by contacting Pamela Meyerhoffer via email at Pamela.Meyerhoffer@wickhosp.com or via phone at 928.668.1812.
We wish you well.