In advance of year-end, create an intentional giving plan through the lens of changes coming under the One Big Beautiful Bill Act (OBBBA). EIG Wealth Advisor, Heather Deaton, CFP®, CSRIC TM, highlights how the OBBBA may change your overall tax strategy. Participants will also:

• Gain confidence in planned giving.
• Hear tax strategies to maximize financial gifts to nonprofits.
• Discover estate planning considerations.
• Get clarity on beneficiary designations.

Refreshments served. All are welcome! Guests are encouraged to bring their family and friends.

Unable to attend in-person?
Session will also be recorded and distributed for those unable to attend. Sign up here to receive the recording.