If you have been wishing that you had taken advantage of the free, professional estate planning events at KUUF, you are in luck! Kitsap Community Foundation is sponsoring another one in our sanctuary on Thursday, October 17 from 10:00 to 11:30 am. Light refreshments will be served.
Click here to learn more and register.
Trouble viewing? Please click here to view in browser.
Don't forget to RSVP and join in our next "Community Conversations"
Estate Planning 101: Protecting the people, pets and causes you love
Thursday, October 17, 10-11:30am
Kitsap Universalist Unitarian Fellowship
4418 Perry Ave, Bremerton
During this complimentary session, you will learn about:
Estate Planning and why it's important;Four estate planning documents everyone should have;Wills – Maintaining control of your assets during your lifetime;Trusts – Save on taxes while passing down assets;Donor-Advised Funds – Donate, get an immediate tax benefit, support causes on your timeline;Life Insurance – Protecting your beneficiaries and supporting your favorite causes tax-freeFreeWill.com/kitsapfoundation – Creating your will for free in just 20 minutes
You are welcome (and encouraged) to bring guests and advisors.
Seating is limited. Please RSVP by clicking the button below or call 360.698.3622.
Our Presenter:
Chad Proctor, JD, LLM, CTFA
Chad Proctor is a Senior Fiduciary Specialist for BNY Mellon Wealth Management. In this role, he works directly with clients to address their investment and wealth management needs. Chad has more than 17 years of experience in the financial services industry as a fiduciary specialist, trust advisor, and estate officer. Chad received a bachelor’s degree from The University of North Carolina at Chapel Hill, JD from Saint Thomas University, and LLM in Tax from the University of Washington.
Give us a call, Monday - Friday 9:00am - 4:00pm, (360) 698-3622
Established in 1993, Kitsap Community Foundation fosters an abundant future where everyone in our community has the opportunity to thrive through inspired generosity. Our mission is to be a catalyst for the greater good. We partner with donors and others to invest in our region's nonprofit organizations to foster a more vibrant Kitsap Peninsula for the benefit of all.
Please consider leaving Kitsap Community Foundation in your will.
Click here to learn how to set up your will for free today.
©2024 Kitsap Community Foundation
This message was sent to elena29@comcast.net from tinao@kitsapfoundation.org
Tina O'Brien
Kitsap Community Foundation
P.O. Box 3670
Silverdale, WA 98383- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -