« All Events

Financial Planning Workshop

Date

Thursday, December 3 @ 2:00 pm – 3:30 pm

Schedule

  • 1:45-2:00 pm – Check-in at Museum of the Sierra Media Room
  • 2:00 pm–  Workshop begins with Rice Partners
  • *Please bring questions that can help you with your financial planning
  • For more information, contact the museum: (559) 841-4478

FREE

Free to all community members

Register Now

Download the PDF for more information

Financial Planning Workshop

Make Your Giving More Meaningful

Join us for an informative afternoon exploring how thoughtful financial planning can support your retirement goals, charitable interests, and the legacy you wish to leave behind.

Our guest presenter, Ashley from The Rice Partnership, will introduce financial planning concepts and charitable giving strategies.

Topics we plan to explore:

  • Retirement distributions and RMDs
  • Qualified Charitable Distributions (QCDs)
  • Tax-efficient charitable giving strategies

  • Estate planning and creating a lasting legacy

Whether you’re approaching retirement, already retired, or simply interested in thoughtful charitable planning, we invite you to attend.

Our guest presenter, Ashley from The Rice Partnership, will introduce financial planning concepts and charitable giving strategies.ent description here