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Protecting Your Assets in 2021 and Beyond
Join us for a conversation with Jonathan Gudema, Esq., Principal at Planned Giving Advisors, to learn about the current tax policies that will affect your financial planning, what you need to know about new trends and the tried and true estate planning strategies that will help you leave a legacy of impact.

Sep 30, 2021 12:00 PM in Pacific Time (US and Canada)

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Speakers

Jonathan Gudema, Esq.
Principal @Planned Giving Advisors, LLC
Jonathan has over 22 years of experience working with and advising non-profit organizations and their donors on planned gift arrangements and tax-advantaged charitable estate planning options. Additionally, Jonathan is a member of the New York Bar, and serves as inhouse counsel to a Family Wealth Office, where he has overseen over $400 million in successful wealth transfers since 2007. In 2011, Jonathan launched Planned Giving Advisors LLC where he provides consulting services to nonprofit planned giving programs while continuing his work at the Family Wealth Office. Jonathan earned a B.A. in Political Science from Rutgers University and a J.D. from Western New England College School of Law.
Ryan Egge
Senior Director, Planned Giving @Swedish Foundation
Ryan Egge has spent more than a decade advising hardworking people on tax-smart gifts that benefit them and the causes they champion. His goal is to help families leave a legacy through their planning and maximize their impact in the way that is most meaningful to them.