Join us Friday, September 19, 2025, as we welcome guest speakers Phil Bollin, CFP® CPWA®, MBA, Bolling Wealth Management, LLC and Richard Chamberlain, Estate Planning, Attorney at Legacy Law Group.
Today, there are a wide range of tax-advantaged strategies that allow charitably minded individuals to support their favorite causes while lowering their federal tax obligations. This presentation will cover many of the types of charitable gifts, widely available charitable planning strategies, and provide a brief overview of looming changes to charitable giving under the One Big Beautiful Bill Act (OBBBA). (Source)
As you join us for lunch this week, we respectfully ask that you silence your phones/notifications at the start of program.
- If you are paying for your lunch online, please click here to log into your Rotary Account. Then click on "My Account Balance" to pay for your lunch. We will also be accepting payment at the meeting by check or exact cash. A buffet lunch will be provided for $20.00 starting at 11:45am.