Estate Planning Seminar
SATURDAY, MARCH 18, 2023
The Stewardship Committee will be sponsoring Estate Planning seminar on Saturday, March 18 at 10:00 am in Fellowship Hall. OBPC’s own David Morgan will conduct the seminar. For more information, please contact Jamie Hawes or Jim Adkins. Topic’s will include: Trust Agreements, Sustainable Withdrawal Rates, Tax Planning, Harvesting IRA options, and Tithing choices.