Bequest Planning Seminar
Thursday, May 24
at Intuit, 756 N Milwaukee Ave., Chicago
Free via Eventrbite
Be a part of the bright future of Intuit! Name the museum as a beneficiary of your will, trust or IRA.
Join us at Intuit for a free seminar on the giving impacts of the new tax laws and your personal wealth planning on Thursday, May 24, just before the 7 p.m. To Be Seen and Heard curator talk.
Attorneys from Intuit’s partner, Duane Morris, LLP, will provide the latest guidance through the ins and outs of the new tax laws and the status of charitable donations.
Deiken Maloney, director of Goals Driven Investing at Northern Trust Bank, will discuss a new framework for thinking about wealth planning. Northern Trust’s proprietary approach has been cited by the Financial Times Group as a key reason for Northern Trust being named “Best Private Bank in North America.”