YMCA Foundation Wealth Management Seminar Series
Feb 10 The YMCA Foundation of Middle Tennessee Wealth Management Series is designed to generate interest in estate planning by helping attendees to better understand various gift-planning vehicles. Through careful planning, monies that would normally go to the IRS can be redirected to provide future security for loved ones and funding for a giver's preferred charities.
This year we will be branching out to various centers to generate interest. Three seminars in March will address converting IRAs to ROTH IRAs.
Upcoming Seminars:
March 9 from 7:30-8:45am - Downtown YMCA
Presented by Carla Lovell of Sherrard & Roe and Blaine Smith of Bass Berry & Sims.
March 23 from 7:30-8:45am - Maryland Farms YMCA
Presented by Liz Wilson of Monarch Advisory Group and Linas Sudzius of ICS Law Group.
March 30 from 7:30-8:45am - Green Hills Family YMCA
This seminar will address IRA conversions
Presented by Jay Cloud of Bradley, Arant, Boult and Cummings and Bryan Howard of Howard & Mobley.
This year we will be branching out to various centers to generate interest. Three seminars in March will address converting IRAs to ROTH IRAs.
Upcoming Seminars:
March 9 from 7:30-8:45am - Downtown YMCA
Presented by Carla Lovell of Sherrard & Roe and Blaine Smith of Bass Berry & Sims.
March 23 from 7:30-8:45am - Maryland Farms YMCA
Presented by Liz Wilson of Monarch Advisory Group and Linas Sudzius of ICS Law Group.
March 30 from 7:30-8:45am - Green Hills Family YMCA
This seminar will address IRA conversions
Presented by Jay Cloud of Bradley, Arant, Boult and Cummings and Bryan Howard of Howard & Mobley.
