South Central Iowa Community Foundation is offering a free seminar: “7 Secrets to Enhancing and Protecting YOUR Wealth.”
The seminar will be held 3 to 5 p.m. Monday at Homestead Assisted Living & Memory Care, 1709 W. Prairie St. Attendance is free! Registration is requested. Call 641-217-9105 to register. Refreshments will be served.
Presenter Johni Hays is a national presence in the field of retirement and estate planning. She is the author of the book “Essentials of Annuities” and co-author of the book “The Tools and Techniques of Charitable Planning.” She has lectured to groups many times — inspiring people to take charge of their financial destiny. She’ll show participants how to leave more money for their heirs than they thought possible. Through the use of strategic retirement and estate planning techniques, attendees will learn how to maximize their assets without unwanted pressure.
Hays will address such questions as:
• Could you be one of the 50 percent of Americans who don’t have a will?
• Will estate and gift taxes affect you in the future years and will your estate be stuck paying unnecessary taxes?
• Are your assets in a potential tax trap?
• Have your beneficiary designations not been updated in years?
• Do you have children from a previous marriage that are unknowingly shut out of your estate plan?
• If you outlive your spouse do you know how much income you’ll have to live on?
• Do you know the location of your assets and important papers?
• Have you overlooked the chance to increase your current income by not considering philanthropy?
After the presentation, there will be a drawing for two attendees to win $500 to be given to their favorite Union County SCICF endowment fund. Must be present to win.
South Central Iowa Community Foundation is a non-profit, charitable organization that serves Clarke, Decatur, Lucas, Ringgold and Union counties. The foundation also serves three affiliate counties: Adams, Appanoose and Wayne. For more information, contact the foundation at 641-217-9105 or any Union County SCICF board member: Peg Anderson,
Pennie Cheers, Jan Knock, Mary Seales or Don Sheridan.