As individuals begin to prepare for year-end tax planning, they may also want to consider taking time to discover ways to plan for an eventual transfer of assets so that their legacy can continue into the future.
The Avera Holy Family Foundation, Clay County Community Foundation, Iowa Lakes Community College Foundation, Spencer Schools Foundation and Spencer Regional Healthcare Foundation are jointly sponsoring seminars on Planned Giving.
Dates for the seminars are Tuesday, Oct. 30, at the Iowa Lakes Community College Estherville campus, and Wednesday, Oct. 31, at the Spencer Golf and Country Club. The speaker for both opportunities, Johni Hays, is vice president for Thompson and Associates. Hays has extensive experience in the area of planned giving and receives high praise from both professionals and community members.
From 8-11:30 a.m. each day, Hays will present “Planned Giving and Ethics for Professional Advisors,” a seminar designed to help attorneys, accountants and professional financial advisors understand the latest developments and ethical issues in gift planning. Hays will also cover charitable planning strategies with tax-heavy assets. This seminar has been approved for three hours of general continuing education credits as well as ethics credits for Iowa (CEU, CLE, and CPE). The cost is $25 per attendee. Coffee and rolls will be provided. Call 800-252-5664 to register by the October 24 deadline.
Hays’ afternoon session, “Seven Secrets to Enhancing and Protecting Your Wealth,” will take place from 1-3 p.m. and is open to the general public free of charge. In this session, Hays will explain how to use strategic retirement and estate planning techniques to maximize assets without unwanted pressure. Attendees will learn how to leave more money for their heirs than they thought possible, allowing them to spend less time worrying about finances and more time enjoying their golden years. This seminar is free and for educational purposes only; there will be no solicitation made of guests.
Johni Hays is well respected in the industry and maintains a national presence in the field of retirement and estate planning. She is the author of the book Essentials of Annuities and co-author of the book The Tools and Techniques of Charitable Planning. Her many lectures have inspired people to take charge of their financial destinies.
For more information on these seminars, contact the Iowa Lakes Continuing Education Office at 800-252-5664 or visit iowalakes.edu/continuing_education to register.