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Outdoors Online – Tax-wise Ways to Tap your IRA
February 28, 2023 | 4:30 pm - 5:30 pm
… and other creative ways to make a difference
This program will focus on giving from your IRA and includes strategies surrounding income and estate tax consequences. Additionally, we’ll learn more about the basic maxim of estate planning: how to plan for change.
Join Bob Stetson, a partner at Veritable, an owner-operated investment advisory firm based in Newtown Square, PA, and member of Natural Lands Board of Trustees, and Suzanne Barton director of planned giving as they share creative and tax-wise ways to support Natural Lands’ mission, your love of nature, and the outdoors.
Grab a drink, get comfortable with a laptop (or smartphone), and join the program via Zoom.
Registration required to reserve your spot. Please complete and submit the secure, on-line registration form below, or contact Martha. Event is free for all.
Not already a member, or you need to renew? Purchase membership AND event tickets below!
- $50 new member ticket includes event ticket and one year of Natural Lands membership. As a thanks for your member support, members are able to purchase 2 additional tickets at member price.
Events may be cancelled due to inclement weather or low registration. In that case, we will make every effort to update our website and contact registrants. Note that we cannot offer refunds of paid registrations or ticket purchases, but rest assured that your donation will help us in our work to save open space, care for nature, and connect people to the outdoors.
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By registering for this event, I, as the participant, and/or parent or legal guardian of a minor participant, do hereby understand and acknowledge that by participating, in this, or any, Natural Lands’ event or activity, I am agreeing to indemnify and hold harmless Natural Lands, their respective administrators, directors, agents, officers, members, volunteers, employees, other participants, any sponsors, advertisers, and, if applicable, owners and lessors of premises on which the Activity takes place, (each considered one of the “RELEASEES” herein).
I further acknowledge, agree, and represent that I understand the nature of the Program and related Activities and my and/or the Minor’s experience and capabilities, and believe that I and/or the minor are qualified, in good health, and in proper physical condition to participate in such activity. I willingly agree to comply with the stated and customary terms and conditions of participation.
I fully understand that: (a) the Program and related Activities involve risks and dangers of damage to personal property and serious bodily injury, including permanent disability, paralysis, and death (“risks”); (b) these Risks and dangers may be caused by my and/or the Minor’s own actions or inactions, the actions or inactions of others participating in the Activity, the condition in which the Activity takes place, or the negligence of the “releasees” as aforementioned; (c) there may be other risks and social and economic losses either not known to me or not readily foreseeable at this time; and I fully accept and assume all such risks and all responsibility for losses, costs, and damages I and/or the minor incur as a result of my participation or that of the Minor in the Activity.
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I have read this Agreement, fully understand its terms, understand that I have given up substantial rights by registering for this event, and have done so freely and without any inducement or assurance of any nature and intend it to be a complete and unconditional release of all liability to the greatest extent allowed by law and agree that if any portion of this agreement is held to be invalid, the balance, notwithstanding, shall continue in full force and effect.