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September Luncheon: Planned Giving Solutions for Boomers

September 4, 2014

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September Luncheon: Planned Giving Solutions for Boomers

 Mark Loeber

Baby Boomers are being stressed by the continually changing economic landscape that is shaking their financial and family foundations. The consequences of decisions related to starting Social Security, health, aging, income, and retirement can be confusing. Boomers are asking themselves, “Will I be ready to retire?” and “How do I prepare?” Gain insight and understanding in regard to what Boomers are thinking and learn how planned giving can help solve their family and financial challenges.

Thursday, September 4, 2014
11:30 AM - 1:15 PM

Tulsa Garden Center
2435 South Peoria, Tulsa, Oklahoma 74114

Guest Luncheon:     $30.00
Member Luncheon:  $20.00

Click here to learn more or to RSVP

Monday, September 1, 2014

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