Legacy Planning Workshop

IRAs, Retirement Accounts, and Annuities

Bar-Ilan University Presents

Summer Legacy Planning Workshop:

IRAs, Retirement Accounts, and Annuities

with

Jonathan Gudema, Esq.

Principal, Planned Giving Advisors LLC.

Tuesday, July 26th

12 PM Eastern Time
11 AM Central Time
10 AM Mountain Time
9 AM Pacific Time
7 PM Israel Standard Time

Please join us on Tuesday, July 26th for an informative workshop with Jonathan Gudema.

In this session, Jonathan will review the basics of IRAs and other retirement accounts, recent law changes in this area, and intriguing charitable options for creating your legacy with Bar-Ilan and the Jewish people through retirement funds.

Register Now:

United States
Attendees:
Register Here
International Attendees:
Register Here

Problems registering? Send us an email with your name, address, and email address to info@afbiu.org and we will register you!

Jonathan Gudema has advised non-profits and their supportors on planned gifts and estate planning strategies for over 25 years. An attorney by training, Jonathan has played key roles managing planned giving programs, working with staff, donors and advisors in closing significant planned gifts.

Jonathan Gudema

Jonathan Gudema, Esq.

Prior to founding Planned Giving Advisors in 2011, Jonathan was a Managing Director at Changing our World and has also served in Planned Giving consulting roles for Yad Vashem, Touro College, Einstein College of Medicine, the Anti-Defamation League and many other nonprofit organizations.

Jonathan is also the author of The Planned Giving Blog, which provides commentary on the field of planned giving with over 1,500 subscribers and 200,000 visitors since its launch in 2010.

 
 

Pin It on Pinterest