Planned Giving Luncheon

January 15, 2013 11:30 am - 2:00 pm

Rancho Las Palmas Resort & Spa
41000 Bob Hope Drive, Rancho Mirage, CA 92270
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You're invited to a complimentary

Planned Giving Luncheon
What Now? Tax Armageddon or Fiscal Cliff!

Guest Speakers:

Steven Erikson is a graduate of Concordia College (MN). He joined Maryanov Madsen Gordon & Campbell in 2002, became Partner in 2006 and Managing Partner in 2011. Prior to joining the firm, he was an audit specialist with Deloitte & Touche in Minneapolis, MN. He also spent three years with Northwest Airlines as a manager of corporate accounting and reporting. He has significant experience assisting business and non-profit clients with all aspects of their financial operations, specifically tax and business planning as well as audit and accounting services.

Matt Bernstein is director of planned giving for Jewish National Fund. With more than twenty years experience in the financial arena, Mr. Bernstein has assisted hundreds of people on the road to financial security. At JNF he is responsible for assisting donors, their families and their financial advisors in the implementation of charitable gifts designed to promote their tax, estate and philanthropic goals. During the past eight years, Mr. Bernstein has given more than 200 lectures around the country to both consumers and professionals on how charitable gift planning can be incorporated into every person's financial plan. In addition, he has written numerous articles for trade and professional journals.

Event Chair: Bob Fey

RSVP by January 9, 2013 to Helene Ellis at hellis@jnf.org or 760.864.6208 x957.