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March 7, See you for lunch!
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LeeMKE
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Feb 20, 2017, 2:56:04 PM
2/20/17
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to Milwaukee Bogleheads
March 7, 2017
Tuesday noon
Milwaukee Bogleheads Meeting
Bollywood Grille
1038 N Jackson St,
Milwaukee, WI 53202
Phone:
(414) 271-8200
PLEASE BRING AN INTERNET ENABLED DEVICE TO FOLLOW ALONG DURING THE PRESENTATION (iPad, Tablet, Laptop, SmartPhone)
Agenda
Noon - 12:30
Introductions, announcements and lunch buffet
$14 for open buffet including chai tea and tip.
12:30 – 12:45 Presentation:
Charitable Donor Fund
How to, why to, when to use these tools for tax and estate planning.
This presentation is rated for:
Ages 40 and up, Student Level of Expertise
PLEASE BRING A WEB ENABLED DEVICE TO VIEW THE PRESENTATION: Laptop, iPad, Tablet, smartphone.
12:45 - 2:00 Informal session: Q & A, Conversation, Swapping tips
We meet just 5 times a year: First Tuesday every odd numbered month except July (Jan, Mar, May, no meeting in July, Sep, Nov)
LeeMKE
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Feb 21, 2017, 12:23:36 AM
2/21/17
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to Milwaukee Bogleheads
Here's our presentation for this next meeting:
http://www.slideshare.net/LRicci/charitable-donor-funds
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