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May 5, 2021 / Events

Eric Bergman Shares Insights on Wealth Planning and Charitable Giving with Members of Adat Shalom Synagogue

On May 5, 2021, Eric Bergman served as a guest speaker during a virtual session on wealth planning and charitable giving hosted by Adat Shalom for synagogue members. The presentation featured important tips for a young couple preparing their first will or living trust, as well as a discussion of how to add a charitable organization as a beneficiary of a retirement or securities account without the need to modify an existing will or living trust.

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