Planned Giving Opportunities

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Free Estate Planning Workshop and Breakfast!

Thursday, May 5, 2016
9:30 – 11:30 a.m.
Morgan Run Club & Resort

Agenda
9:30-10:00 a.m. – Breakfast (Light breakfast and refreshments will be provided.)
10:00-10:15 a.m. – Welcome and inspiration provided by Michael M. Arms, President and CEO, Helen Woodward Animal Center
10:15-11:15 a.m. – “How Much is Enough – And What Do You Do With the Rest?” presented by Douglas K. Freeman
11:15-11:30 a.m. – “Caring for Senior Pets” – an informational presentation provided by a Veterinarian from Helen Woodward Animal Center’s Companion Animal Hospital

Reserve your spot now!

How Much is Enough – And What Do You Do With the Rest?
Presented by Douglas K. Freeman

How much is enough? How do I decide how much I need to maintain my current lifestyle for the rest of my life? Once I determine my “core capital,” how do I decide how much of my “excess capital” should be allocated to charities and family members? Everything? Nothing? Something but what?
This is one of the most difficult questions people face in considering their estate plan and the future of their legacy. Warren Buffett answered this question by saying he was leaving his family "enough money so that they would feel they could do anything, but not so much that they could do nothing.”
Our program will focus on the issues and strategies that should help inform you about how to use excess capital to leave wealth that will empower, not undermine, and launch not retire, your descendants. Discover ways to enjoy the experience of philanthropic giving and unique giving vehicles that will allow you the most flexibility. We call this method “value based planning.”