The Crusader Community Health Foundation will host a special seminar focused on helping advisors work with their clients to consider philanthropy as part of their estate planning on Friday, January 25th, 7:30 to 9 a.m., Forest Hills Country Club, 5135 Forest Hills Road, Rockford. Attendees will learn ways to better integrate financial planning with charitable giving.
The seminar will be presented by Jim Provenza, attorney and CPA, who specializes in estate planning, estate administration, non-profit law and income tax planning. The focus of the presentation is to assist clients to meet both financial and charitable goals while helping our community at the same time.
Estate planning attorneys, financial planners, certified public accountants, life underwriters are invited to attend. There is no cost to attend and breakfast will be served. Continuing education units have been applied for. Thanks to Alpine Bank for their sponsorship. RSVP by January 18th via email: firstname.lastname@example.org or call 815-490-1621.
Since 1972, Crusader Community Health has worked to ensure that all persons in the Rock River Valley area have access to quality health care. Today, Crusader serves more than 47,000 individual patients annually. An affordable sliding payment scale allows uninsured patients access to four quality health care locations within our area. Visit www.crusaderhealth.org for more information.