Creating a Lasting Legacy with Effective Estate and Tax Planning

Faculty and Staff are invited to join WSU Human Resource Services as we host two sessions on the topic of Estate and Tax Planning.  

TIAA Director of Wealth Planning Strategies, Sarah Price, will present information regarding:

– Planning it Out- Learn tax strategies to help you and the people and charities you care most about

– Leaving a Gift- Estate planning isn’t just for people who live in mansions

The two identical sessions will be held live on the Pullman Campus in Lighty 405, on Monday, April 16, from 1:30 – 3:00 pm, and 4:00 – 5:30 pm.  Video-conferencing is available for all presentations.  To learn specific locations, visit the AMS Calendar.  If your site is not listed, you may request one by contacting AMS.Videoconference.Meeting@wsu.edu.

To register for one of the sessions, go to:  https://ihr.hrs.wsu.edu/skillsoft/default.aspx?c=ilt_wsu_FIN_1181

The Notices and Announcements section is provided as a service to the WSU community for sharing events such as lectures, trainings, and other highly transactional types of information related to the university experience. Information provided and opinions expressed may not reflect the understanding or opinion of WSU. Accuracy of the information presented is the responsibility of those who submitted it. The self-uploaded posts are reviewed for compliance with state statutes and ethics guidelines but are not edited for spelling, grammar, or clarity.

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