Smart Strategies for Your Estate and Tax Planning

Participants will gain a basic understanding of estate planning documents and why they are important to you and your family. In addition, you’ll explore what assets from a tax-planning perspective are best to give to your family and charities during your lifetime and through your estate plan. This educational workshop is designed for attendees who are 65 and older.

Registration Information:

• For in-person registration, click here »
• To attend virtually, click here »

Schedule:

• 11:30 a.m. | Check-in (lunch will be provided)
• 12:00-1:00 p.m. | Presentation

Location:

This workshop will be held at SARRC’s Campus: 300 N 18th Street, Phoenix, AZ 85006.
Virtual attendees will receive a Zoom link after registering.

Presented by:

• Emily Taylor, Attorney, Taylor & Lihn, PLLC
• Rachel Page, CFP, retired Financial Planner

Event Contact:

Beth Salazar, SARRC Planned Giving Manager at [email protected] or 602.606 9876