Are you planning to leave your retirement accounts to your heirs? Did you know the SECURE Act may dramatically affect your plan and increase the taxes your heirs will pay? Would you like to learn about charitable planning strategies that work with the SECURE Act to help you serve your family and organizations like Dallas International University?
If so, we invite you to attend an upcoming Zoom call with our partners at the Wycliffe Foundation. And you don’t have to be a Wycliffe member to attend! The event is presented as a free service to friends of Dallas International University. The time will include a live Q&A with Michael Occhipinti and David Davies, Senior Gift Planning Advisors with the Wycliffe Foundation.
For the meeting link, call the Wycliffe Foundation office at 877-493-3600 or email firstname.lastname@example.org.