Staff Report
With tax laws changing, People Helping People will host a free 90-minute workshop from 5 to 7 p.m. Thursday, Sept. 20, to help people save money while donating to their favorite charities.
No donations to PHP will be sought; the primary focus will be to provide information on estate planning and tax savings.
PHP CEO Dean Palius said the event is the result of receiving multiple questions on the topic. Having an educational session seemed more productive than trying to answer people individually, he added.
Joel Baker of J.R. Baker Group Wealth Management Services will be the key speaker. Other local experts are scheduled to present elements of recent tax reform and estate planning. Light refreshments and appetizers will be served at the conclusion of the presentation.
To reserve a place and get the location of the briefing, call Lizeth at 805-686-0295 or e-mail lizeth@syvphp.org.
