Join JGUA & Keuka College For a Charitable Giving Lunch & Learn Webinar!

John G. Ullman & Associates and Keuka College are excited to announce a “Lunch & Learn” session that will be held on Thursday, February 15th from 11 a.m. to 11:30 a.m.

The session will be led by JGUA Senior Advisor Todd Brost, CFP®, and Associate Advisor Jakob Brost, MS, who will both be available to answer your questions on the topic of charitable giving. Areas covered in the seminar could include:

  • Charitable Donation Tax Implications
  • Charitable Giving Timing & Charitable Giving Vehicles
  • What to Consider When Giving

We encourage you to submit your questions during the registration process, however, any questions following your registration should be submitted to [email protected].

Once you have registered and submitted your questions for Todd and Jakob, your will receive an email from a JGUA Marketing & Communication representative confirming your registration. You will also receive your meeting link at that time.

If you have questions that are specific to your own situation, we encourage you to schedule a consultation with one of our advisors as we may need more information to answer your questions fully and appropriately.

Get to Know Todd Brost, CFP® – Click HERE

Get to Know Jakob Brost, MS – Click HERE

*By completing this registration form, you agree to receive future emails from John G. Ullman & Associates, Inc. and its employees.