Trusts, wills, tax laws and charitable giving…a TMC Foundation tutorial.

As a part of the The TMC Foundation Planned Giving Council educational series on trusts, wills, tax laws and charitable giving strategies, the public is invited to attend the next installment on Tuesday, Sept. 18, entitled, Your Financial Health…A Planning Check Up.

The seminar will be held from 11 a.m.-12:30 p.m. at Tucson Medical Center’s Marshall Conference Center. Anyone wishing to attend may call (520) 324-3717 to RSVP or register online at www.tmcaz.com/financialhealthRSVP. A complimentary lunch will be provided.

During the seminar, Bill Asdell of O’Connell & Associates, P.C. and John Levin of  Levin Financial & Insurance Services, LLC will speak about how donors can maximize their legacy using different investment vehicles  as well as answering questions from the audience. They will also cover how to match values with the legacy one wishes to leave behind.

“We are really trying to help our community come to terms with their values when it comes to estate plans. We want the community to understand the nuances that currently exist to ensure that when you pass, you leave the legacy you really want to,” said Julie Wolfe Beadle, Director of Major Gifts at TMC. “The Planned Giving Advisory Council represents stellar volunteers who are in the business of helping folks understand the difference between a  will, a bequest and a trust is,  as well as providing income streams for folks who have retired”.

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Tucson Medical Center | 5301 E. Grant Road | Tucson, Arizona 85712 | (520) 327-5461
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