Financial Literacy Series: Gifting and Estate Planning

Wednesday, December 4, 2024 | 12 noon – 1 p.m. EDT | Zoom Webinar 

REGISTER ON ZOOM 

Learn smart strategies for gifting, estate planning, and philanthropy. Our panel of finance professionals will cover:

• Estate Planning 101
• Trusts vs Wills
• Annual Gift Exemption vs Lifetime Gift Exemption
• Gifting 101
• Creative Gifting to Family & Others (including a business)
• Crummey Powers
• Philanthropy 101
• Yearly Charitable Deductions
• Carry Forward Deductions

Come away with a thoughtful mindset, and practical ways to plan for loved ones and support causes you care about.

Questions? Contant alumnicareer@cornell.edu

ABOUT THE SPEAKERS   

 

Rebecca Shoval A&S ’08 is a professional real estate investor with extensive experience in family office management and estate planning. Rebecca is the founder of Welcome Financial Education, a personal financial education program with a curriculum specifically designed for young adults from affluent families.

 

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.