John G. Ullman & Associates and Keuka College are excited to announce a two-part presentation series focusing on Estate Planning and Charitable Giving. The series is scheduled to be held in two parts, with an Estate Planning presentation being held on Thursday, October 17th, followed by a Charitable Giving session on Thursday, November 7th.
Each of the presentations will begin at 11 a.m. in a virtual-only format. A full breakdown of each of the presentations, and registration details, can be found below. You can register for the sessions using the form at the bottom of the page. We hope to see you there!
Estate Planning Presentation – Thursday, October 17th at 11 a.m.
This virtual session will be led by JGUA President & Chief Operating Officer, Jason Nickerson, CFP®, EA and Associate Advisor, Derek Doyle. The pairing will dive into key elements and practices in Estate Planning, including:
- An Introduction to Estate Planning
- Wills & Trusts
- The Probate Process
- Beneficiary Designations
- Healthcare Proxy
- Living Wills
- Charitable Giving
- Family Succession Planning
- Asset Protection Strategies
- Digital Assets in Estate Planning
- Reviewing & Updating Your Estate Plan
Following the presentation, each of our advisors will be available for an open Q/A session with those in attendance.
Early registration is encouraged, as each registrant will receive a course booklet that is packed with information pertaining to all of the topics listed above. All registrants will also receive a recording of the presentation shortly after it takes place.
If you have questions that you would like to ask either of our presenters during the session, we ask that you submit them using the space in the registration form below. Direct questions on the presentation should be directed to JGUA by calling 607-936-3785 or by emailing [email protected].
Once you have completed your registration, a JGUA Marketing & Communication Representative will be in contact to confirm your registration.
Charitable Giving Presentation – Thursday, November 7th at 11 a.m.
This virtual session will be led by JGUA Senior Advisor, Todd Brost, CFP® and Associate Advisor, Scott Townsend, CFP® . The pairing will dive into key elements and practices of Charitable Giving, including:
- Charitable Contributions
- Sole Proprietor I LLC I Partnership
- Determining Your Correct Charitable Vehicle
- Private Foundation
- Charitable Trusts
- IRA Beneficiaries
- Beneficiaries on Non-Retirement Accounts
- Qualified Charitable Distributions (QCD’s)
Following the presentation, each of our advisors will be available for an open Q/A session with those in attendance.
Early registration is encouraged, as each registrant will receive a course booklet that is packed with information pertaining to all of the topics listed above. All registrants will also receive a recording of the presentation shortly after it takes place.
If you have questions that you would like to ask either of our presenters during the session, we ask that you submit them using the space in the registration form below. Direct questions on the presentation should be directed to JGUA by calling 607-936-3785 or by emailing [email protected].
Once you have completed your registration, a JGUA Marketing & Communication Representative will be in contact to confirm your registration.
*By completing this registration form, you agree to receive future emails from John G. Ullman & Associates, Inc. and its employees.
*We are not practicing attorneys or licensed insurance sales professionals. We review these areas as an objective third party with our client’s best interests at the forefront
