Speaker Event

Tax Seminar: Charitable Remainder Unitrusts

Event Date: October 19, 2021
Starting Time: 6:00 pm
Location: The Shaved Duck Restaurant
15408 WC Commons Way, Midlothian, VA 23113
Event Date: October 19, 2021
Starting Time: 6:00 pm
Location: The Shaved Duck Restaurant
15408 WC Commons Way, Midlothian, VA 23113

Associate Lindsay Pickral participated in a James River Wealth Advisors taxation seminar they hosted for clients and contacts. Her presentation focused on Charitable Remainder Unitrusts as a possible estate planning vehicle for tax savings and charitable gifts.