Are you uncertain about the 2018 changes in the tax laws? Trying to navigate your financial security and support causes you are passionate about?  Do you know the most strategic or impactful way to make or leave a gift to an organization you care about? 

Northwest Neighbors Village is pleased to offer an educational workshop on these topics for our Village.  Don’t miss this program, designed to assist members, volunteers, and the community to understand how the 2018 Tax Law impacts charitable giving.  Learn how to maximize your giving while maintaining financial resources for day to day expenses. Topics will include IRAs, legacy planning and giving, and bequests. 

The workshop, scheduled for Thursday, October 3^rd at 2:30 at Forest Hills, features two distinguished experts, Mark Friese, CRPC® ChSNC^TM a Wealth Management Advisor for Merrill Lynch, and Dan Rutenberg CPA, LLM an attorney for Smolen Plevy.  Mark and Dan will help you better understand planned giving and the best way to accomplish your goals. Handouts and assistance with in creating a beneficiary gift from your IRA will be available.

As a reminder in recognition of NNV’s 10^th anniversary, and a commitment to ensure a secure financial future, a Northwest Neighbor’s Village Legacy Fund was established. Individuals making a bequest will become a member of Northwest Neighbor’s Village Legacy Society.

This session is for informational purposes. However, if you are interested in making an IRA gift, you may bring the appropriate IRA beneficiary forms to the workshop. Our panel of experts are available to provide advice or help you complete the form after the program. Please RSVP by clicking "Register for this Event" above or calling 202-777-3435 to confirm your attendance.

Refreshments will be served.

Panel Presentors:

Mark Friese, CRPC® ChSNC^TM Mark Friese is a Wealth Management Advisor based in Washington, D.C. who has helped clients plan for their financial futures since he joined Merrill Lynch in 1987. Mark is a frequent speaker and has conducted seminars covering financial strategies, education planning, tax planning strategies, special needs planning and estate planning strategies for many institutions, corporations, associations, retirement communities, and professional groups. Mark has appeared on local T.V. and cable and helps with a radio show focusing on elder care and special needs planning. Mark also has worked with the boards of many local companies and associations to help them develop cohesive and holistic plans to help meet their financial needs. Mark serves on the boards of several non-profit companies. 

Daniel H. Ruttenberg, CPA, LLM has been using trusts to protect his clients’ assets for over 20 years. He has had several articles published and frequently lectures regarding estate planning, asset protection and preservation.  Mr. Ruttenberg has also been repeatedly recognized for his abilities as an attorney, including an “AV” rating by Martindale-Hubbell, as a “Best Lawyer in America” by Best Lawyers (2015 to 2019), and as a “Super Lawyer” by Super Lawyers Magazine (2014 to 2018). Smolen Plevy, his firm, has been featured in the 2015 to 2019 editions of Best Law Firms by U.S. News & World Report and Best Lawyers.