Financial Literacy Series: Gifting and Estate Planning
Date
December 4 @ 12:00 am
Event Details
Financial Literacy Series: Gifting and Estate Planning
Wednesday, December 4, 2024 | 12 noon – 1 p.m. EDT | Zoom Webinar
Learn smart strategies for gifting, estate planning, and philanthropy. Certified Financial Planner ® Chase Wickenheiser A&S ’19, and Michael Tanney from Magnus Financial Group will cover:
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Estate Planning 101
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Trusts vs Wills
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Annual Gift Exemption vs Lifetime Gift Exemption
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Gifting 101
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Creative Gifting to Family & Others (including a business)
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Crummey Powers
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Philanthropy 101
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Yearly Charitable Deductions
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Carry Forward Deductions
Get practical tools and strategies to plan for loved ones and support causes you care about.
Questions? Contant alumnicareer@cornell.edu
ABOUT THE SPEAKERS   
  Chase Wickenheiser CFP®, A&S ’19 & Football Alum, is a Financial Advisor with Magnus Financial Group. Chase partners with clients to help them organize their current financial picture, advance their future financial goals, and motivate them to continually achieve those goals. Chase has presented his financial fundamentals to sports teams and student groups across Cornell. He’s given over 5 webinars for the alumni community since 2023.
 
  Michael Tanney is a Senior Managing Director at Magnus Financial Group. His previous professional experience includes Goldman Sachs Private Wealth Management, where he advised Fortune 500 executives, government officials, multi-generational families, and endowments.
 
