This free educational workshop will include a four person panel to discuss the various aspects of planned giving used to support land conservation. Participants will develop a deeper understanding of the investment, legal, and tax implications of various planned giving and estate planning tools.
Panelists
John Forte, Financial Advisor, Wealth Strategies Group, Latham, NY
Tom Fucito, CPA, PC, Cairo, NY
Joshua Sabo, Esq., Attorney, Troy, NY
John Winter, Executive Director, Rensselaer Land Trust