National estate and charitable planning expert to speak
Seminar to feature strategies for tax-smart giving
St. Luke’s Wood River Foundation, Wood River Land Trust, St. Thomas Episcopal Church, and The Senior Connection are partnering to bring national estate and charitable planning expert, Bob Hoffman, to the Wood River Valley. Hoffman will speak 10:30 a.m.-12:00 p.m. on Wednesday, September 13 about strategic retirement and estate planning techniques to minimize your taxes and maximize your assets while benefiting family and community.
Hoffman is an Executive Vice President with Thompson & Associates and brings over 30 years of values-based estate planning experience. Bob will outline strategic retirement and estate planning techniques to maximize your assets and minimize your taxes, while taking care of your loved ones and the community.
“We are thrilled to partner with the Wood River Land Trust, St. Thomas Episcopal Church, and The Senior Connection to bring Bob Hoffman to our community. He has helped hundreds of families reduce uncertainty and leave an impactful legacy,” said Megan Tanous, Chief Development Officer for St. Luke’s Wood River Foundation.
This event is offered free to the community at St. Luke’s Wood River and will not include any solicitation on behalf of the Foundation or other organizations.
Space is limited. Please RSVP to Betsy Mullins, email@example.com, or 208-727-8419.