OMS Foundation to host Advance Charitable Planning seminar at 2019 Annual Meeting
“I wish I could do more” is a common refrain among donors.
It’s easier than you think, once you learn how.
Demystifying the more sophisticated charitable planning options is the objective of a 90-minute program hosted by the OMS Foundation on Sept. 20 at the AAOMS Annual Meeting in Boston, Mass. Presented by OMS Partners, LLC, “Integrating Advanced Charitable Planning into Your Wealth Management Strategy” will help donors understand how advanced charitable planning tools such as trusts, family foundations, etc. can provide financial security for their loved ones during their lifetime while fulfilling their philanthropic goals.
Join us at 8 a.m. Sept. 20 in Room 209 at the Boston Convention and Exhibition Center for this 90-minute, non-CE program presented by OMS Partners, LLC. Breakfast will be offered. Registration is not required, but seating is limited. Arrive early to claim your seat and your first cup of coffee.
Ready to step up to the next level of philanthropic giving? It’s easier than you think. Explore additional options to create your legacy at OMSFoundation.org/Donate/Giving/RV-Walker-Society, then contact Mary DiCarlo, Director of Development, at 847-233-4325 or email@example.com.