Planning with Purpose Your Legacy, Finances and the IRS

Thursday, May 29th, 2025 at 10:00 a.m.

Join us to learn from our Panel of Experts

They’ll discuss key topics such as:

• Why your estate plan should change as your life changes.
• How changes in the tax laws and tax codes could affect your estate.
• Ways to ensure the important people in your life will be cared for.

Learn how to fulfill your philanthropic and personal legacy goals.

• Tools to manage your income and assets.
• How to plan for future health care costs.
• How to know if you can afford to live at a retirement community

Space is limited. Register on this form or by calling 240-820-2523 to reserve a spot for yourself and a friend. Small bites and refreshments will be served.