Wednesday, October 14 — Estate Planning Basics

Attorneys Marianna Batie, Esq., Law Office of Marianna Batie, and Tara K. Frame, Esq., Frame & Frame Attorneys at Law, will discuss the essential documents and decisions that can help protect you, your family and your legacy. Topics will include wills, trusts, powers of attorney, beneficiaries and other estate-planning fundamentals.

Wednesday, November 18 — To Roth or Not to Roth?

Capt. Brett M. Sause, AIF®, CFF®, CLTC®, FSCP®, LACP, LTCP, LUTCF®, CEO and Wealth Advisor with AFG Wealth, will explore Roth IRAs and Roth conversions. The program will address contributions, income and contribution limits, tax considerations and circumstances in which a Roth strategy may—or may not—make sense.

Wednesday, December 2 — Legacy Planning

Pamela Leonard, CAP®, CFRE, CGPP, National Executive Lead, Charitable Estate Planning for the American Heart Association, will explore ways to incorporate charitable giving into a broader estate plan. Topics will include charitable gift annuities, donor-advised funds and coordinating charitable intentions with other legacy-planning goals.

The series is intended to make important financial topics approachable and accessible, whether attendees are actively planning for retirement, reviewing an estate plan, considering charitable giving or simply want to become better informed.

Come with questions. Leave better informed. Bring a friend.

All three programs begin at 5:30 p.m. at the Oxford Community Center in Oxford, Maryland. Admission is free and the programs are open to the public.