October 13,2022

Virtual NWCF Planned Giving Seminar: “5 Pitfalls and Potentialities for Your Planned Giving”

Robert Steen, Enterprise Advice Director for Retirement & Complex Financial Planning at USAA

Joseph “JJ” Montanaro; Military Advocacy at USAA (Financial Readiness)

 

 

 

 

 

 

 

Please join us at 2:00pm (ET) on Thursday, October 13, 2022 for our Virtual NWCF Planned Giving Seminar: “5 Pitfalls and Potentialities for Your Planned Giving” Your plan to support organizations like the Naval War College Foundation doing work you believe in is a good thing. However, doing it in a way that provides the most benefit to that organization and for you and your family is even better. In our third planned giving seminar of the year, Robert Steen and J.J. Montanaro, Certified Financial Planner Professionals ™ with USAA will highlight some key considerations and potential pitfalls you may encounter as you try to elevate your giving from good to better.

Click Here to Register now!

Event Information

Start :

October 13,2022 @ 14:00

End :

October 13,2022 @ 15:00

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