Leaving a gift to Unity of Davis in your estate plan can help ensure our ministry continues to provide positive, practical spiritual teachings beyond our lifetime so others can live prosperous and meaningful lives.

In this workshop, participants will receive an overview of key types of legacy giving with advantages and considerations for each form of gift. A brief Q&A will follow the presentation.

FACILITATOR: David Kramer, CFP, CRPC, MBA

David Kramer is the owner and founder of Retirement Wealth & Tax Advisors. As a Financial Planner, David has been charting a course toward successful retirement for his clients for more than 40 years. (www.retirement-approaches.com)

David is passionate about the opportunity to change people’s lives through thoughtful financial planning, making what may seem impossible and scary rewarding and achievable. He thrives on working with others, discovering who they are and what is important to them, and playing a meaningful part in their financial health.

COST: Free

LOCATION: On Zoom (link provided after registering)

DEADLINE: Register by August 7

QUESTIONS: Please reach out to Cam Stouffer