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Estate Planning Seminar San Diego

Date Friday, September 29, 2017
10 a.m. - 2:15 p.m. PT
Location Bethel Seminary San Diego | 6116 Arosa St | San Diego, California 92115
Instructions for GuestsGet directions to Bethel Seminary San Diego.
Cost$20 per person (an additional $10 for spouse); includes lunch
RegistrationLearn more and register today! REGISTRATION HAS NOW CLOSED.
SponsorsOffice of Advancement

Event Description

In conjunction with the 40th anniversary of Bethel Seminary in San Diego, Bethel is offering this seminar to our alumni and friends in the southern California area. Bethel's estate planning experts, with local attorney Jim Graham, will provide you with complete estate planning tools and strategies that can result in numerous benefits to your family. 

The morning Estate Planning 101 session will follow the book Provide & Protect by well-known estate planning expert A. Charles Schultz, J.D. Attendees will receive a copy of Provide & Protect; a complimentary Wills Guide, Creating Your Legacy: A Guide to Planning Your Will and Trust; and access to a free online Wills Planner account. One book per couple is included with registration.

New this year, our afternoon sessions will address the security and legacy of your estate plan. We'll look in-depth at several gift plans that can provide income to you and your family, offer tax benefits, and support your favorite charitable organizations. Choose two 45-minute breakout sessions to attend:

  • Gifts That Provide Income: “The Ninth Wonder of the World” (Life-income gift plans such as charitable gift annuities and charitable remainder trusts, pay you a stream of income and offer other benefits.)
  • Making the Most of Your IRA (IRA charitable rollover, testamentary gifts, etc.)
  • Health Care Directives/Living Wills

The seminar includes lunch.

Questions?

Contact Marleen Smith at 651.635.8053 or planned-giving@bethel.edu.