Lunch and Learn: Estate Planning

Each year the foundation partners with planned giving professionals in our community to provide you with information about securing the future of your loved ones while leaving a legacy for public school students.

 

Upcoming Events

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Estate Planning Lunch and Learn  January 15th 2019

Includes complimentary lunch and a presentation on how your estate can benefit you, your loved ones, and your favorite charity.

Date: January 15th, 2019

Time: 12:00 – 1:30 pm

Location: Bonaventure of Albany / 420 Geri St. NW, Albany OR 97321

Cost: Free (RSVP required)

The Albany Public Schools Foundation invites you to be our guest for our complimentary lunch and learn at Bonaventure of Albany on January 15th, 2019.

We are pleased to present, Ryan Haan, an attorney with Weatherford Thompson Law Firm as our lunch time speaker. Ryan will be discussing "how your estate plan can benefit you, your loved ones and your favorite charity".

Due to the new tax laws enacted last year, many filers may now fall into a new tax bracket. Ryan will be covering the current estate tax situation and giving some tips on how you, regardless of your age or income, can be better prepared for the the future. We will leave time for questions at the end of the presentation.

Special guest attendees: Robert D'Cruz, Senior Partner / New York Life Insurance Company. Local agents: Mike and Marlene Brown/ New York Life Insurance Company.

Seating is limited, please confirm your attendance by January 11th.

Doors open at 11:45 am.  The lunch and presentation will run from 12 pm - 1:30 pm with time for questions.

RSVP Required - register online or by calling the Albany Public Schools Foundation office at 541-979-2773.

Presenting Sponsor

Weatherford Thompson logo

Appleseed Sponsors