Jewish Long Beach & Jewish Community Foundation is proud to present a panel of Planned Giving experts, specializing in Financial Planning, Insurance, and Trusts. Learn the many ways you can leave a legacy for the organizations and causes you support. The seminar will highlight the tax implications of upcoming legislation, how to create a trust document for your estate, and how to power your legacy with an insurance policy. Deserts and beverages will be served. This event is open to the public, and you can RSVP by emailing Kevin Giser, Chief Operating & Development Officer, at kgiser@jewishlongbeach.org.  

 

Our panel will be MCed by Interim CEO Deborah Goldfarb and feature attorney Denae Oatey, CFP Cassandra Carpenter, and insurance expert & agent Ena Alcarez.

We invite our Legacy Society members to join us for a private reception with heavy appetizers starting at 5:30 PM.