Bequest Planning Seminar

Be a part of the bright future of Intuit! Name the museum as a beneficiary of your will, trust, or IRA.

Join us at Intuit for a free seminar on the new tax laws and wealth planning on Thursday, May 24, just before the 7 p.m. To Be Seen and Heard curator talk.

Steve Gray, Duane Morris, LLP, will inform about the new tax laws and the status of charitable donations.

Deiken Maloney, Director of Goals Driven Investing at Northern Trust, will discuss a new framework for thinking about wealth planning.  Northern Trust’s proprietary approach has been cited by the Financial Times Group as a key reason for Northern Trust being named “Best Private Bank in North America.” 

Click here to view a 2 minute video on Northern Trust’s website.