SUU Offers Free Estate Planning Seminar
Discover how to create a strong estate plan to safeguard your assets' value and fulfill your intentions for your heirs and favorite charities through a Wills, Trusts and Estate Planning Seminar.
Join SUU’s Legacy Advisory Council on Thursday, November 2, 2023, from 5:30 p.m. to 6:30 p.m. in Bryce Room #121, Bristlecone Hall, SUU Campus (200 S 800 W, Cedar City, UT) for the event. Interested attendees can RSVP to firstname.lastname@example.org or by phone at (435) 477-2501
SUU's Legacy Advisory Council, in partnership with SUU's Advancement office, has launched a seminar series providing free estate planning and tax strategies for SUU friends, alumni, community and family members.
SUU's Legacy Advisory Council is a volunteer group whose primary goal is to provide assistance to donors and development staff in making long-term gifts to the university. Members of the Legacy Advisory Council can provide consultations in their respective areas of expertise, including charitable planning, family inheritance structures, improving financial and tax planning, and coping with other family challenges and dynamics.
The seminar will feature presentations by Telton Hall and David Westwood. Telton Hall (CFP, RFC) is a Certified Financial Planner and President of Advanced Planning in Cedar City. As an SUU alumnus, Hall encourages clients to envision the impact they’d like to make on their families and communities.
David Westwood, also an SUU alumnus, is the owner of Westwood Law and has held leadership roles in the Rotary Club, Chamber of Commerce, and Southwest Technical College. His legal expertise combined with his community involvement make him well-equipped to handle estate planning and family law matters.
In addition to the November 2 seminar, a seminar on navigating estate and gift taxes is being planned for Thursday, December 14 at the same location. There will also be additional seminars hosted by SUU in the following year.
For more information about the SUU Legacy Advisory Council, or if you have named SUU as a beneficiary of your estate and would like details about planned giving, contact Ryan Stringfellow at email@example.com or by phone at (435) 477-2501