Estate Planning: Tips and Tax Considerations

Estate Planning: Tips and Tax Considerations

This is a past event.

What are key factors to consider when putting in place an estate plan? 

The UAB National Alumni Society and Office of Planned Giving welcome Sheri Robinson (’92), CPA, CFP, AEP, in the first of a special series on estate planning. Sheri is the Managing Director and Wealth Advisor at Linscomb Williams.

During the noon webinar, Sheri will explore how you can put in place a plan that accomplishes your personal, financial, and philanthropic goals. Space is limited.

Thursday, September 10, 2020 at 12:00pm to 1:00pm

Virtual Event
Event Type

Workshop/Educational

Topic

Finance

Target Audience

Alumni & Donors, Current Students, Faculty & Staff, General Public

Website

https://alumni.uab.edu/s/1881/alumni1...

Cost

Free (registration required)

Department
Advancement, National Alumni Society
Subscribe
Google Calendar iCal Outlook

Recent Activity

People Interested

You're not going yet!

This event requires registration.

Register
UAB is an Equal Opportunity/Affirmative Action Employer committed to fostering a diverse, equitable and family-friendly environment in which all faculty and staff can excel and achieve work/life balance irrespective of race, national origin, age, genetic or family medical history, gender, faith, gender identity and expression as well as sexual orientation. UAB also encourages applications from individuals with disabilities and veterans.