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Planned Giving Session

Planned giving is a powerful tool for shaping one’s legacy. As an advisor, you can make it possible for clients.

You are invited to join Hamot Health Foundation for a lunch and learn event with Michael P. Thomas, Esq. partner at MacDonald, Illig, Jones & Britton, LLP.

In this exclusive session designed for wealth managers, accountants, and other professional advisors, Atty. Thomas will share tips and trends in bequests, trusts, IRA distributions, and more— tools that you can leverage to help your clients manage tax burdens, create charitable impact, and enjoy peace of mind.

Date: Tuesday, May 14

Time: 12:00 p.m. - 1:00 p.m.

MacDonald, Illig, Jones & Britton, LLP
100 State St. Suite 700
Erie, PA 16507

Lunch to be provided by HHF

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