When
- Tuesday March 3, 2026
- Webinar begins at 11:00 am
Where
-
A Live Webinar Presentation, this will be a fully online event. The meeting link will be sent one hour before the webinar begins – No Recording Will Be Made Available
Event Details:
Reserved spaces are complimentary, but space is limited.
When: Tuesday, March 3, 2026 – Webinar begins at 11:00 am.
Where: A Live Webinar Presentation – No Recording Will Be Made Available
Instructions, link & password will be sent once you have registered for the event. The meeting link will be sent one hour before the webinar begins.
In this sessions, you’ll learn:
- To minimize or even Eliminate Taxes on your estate.
- How to Change your Estate Plans in this new virtual environment.
- To Avoid Double Taxation on your “Red” retirement accounts.
- To Bypass paying upfront Capital Gains Taxes when selling your investments.
- To convert assets into an Income You Can’t Outlive and leave a Lasting Legacy.
- How our government wants you to Save Taxes and Leave More To Charity.
Private Briefing on Income Tax and Estate Tax Reduction
Watch VideoGuest Speaker: Rich Widdifield
Rich Widdifield is a sought-after speaker, presenter and educator in the areas of financial planning and philanthropy. He presents to and consults with audiences made up of entrepreneurs, professionals, professional athletes, families, philanthropists, and charities.
Rich is a Certified Financial Planner (CFP®) with 25 years experience. He specializes in providing financial planning advice and strategies to high-net-worth families, business owners, and professionals. He is also recognized as a top consultant for families and individuals looking to make gifts to charity.
Rich’s mission is to help clients develop a clear path for their families – and where applicable, their business – to successfully navigate through all of life’s events and turns, while still enjoying life today.
Rich and his wife Andrea believe strongly about giving back and have set up their own family charitable foundation.
What attendees have said:
“Very enlightening. A simple, straight forward walk through quite a complicated process.Advice not to be ignored.”
– E. & D. Preston
“An excellent overview on how to leave your heirs and a worthwhile cause more money than you had planned.”
– W. Cootz
“Initially I was skeptical that the presentation would be all about donating money to charity or that I wouldn’t hear anything new. Instead, I learned multiple ways to help myself that I hadn’t heard before presented in a simple and straightforward manner. It was truly an enjoyable and educational experience!”
– C. Wight
For more information please contact:
Lisa Shearer
Associate Director, Legacy giving
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