The Valle Catholic Schools Foundation recently hosted a successful Lunch & Learn event, bringing the community together for financial wisdom and school updates. Attendees enjoyed a catered lunch from Common Grounds and gained valuable insights from a panel of expert speakers.
Jason Blum of HSB Advisors, LLC, highlighted tax-deferred strategies for wealth growth, emphasizing the power of Qualified Charitable Distributions (QCDs). He showed how QCDs can support charities like the Valle Catholic Schools Foundation while potentially reducing taxable income.
Sean McDowell, Attorney at Kreitler Law Firm, LLC, clarified the critical differences between wills and trusts. His presentation empowered attendees to make informed decisions about their estate planning and leaving a lasting legacy.
Finally, Fr. Burkemper, President of Valle Catholic Schools, provided an inspiring update on current projects and the future vision for Valle Schools. He showcased the exciting progress being made to enhance the educational and spiritual environment for students, reminding everyone of the impact of community support.
The Foundation thanks the speakers and all who attended, emphasizing that these events are vital for fostering a well-informed community and strengthening support for Valle Catholic Schools.
If you would like to learn more about how you can begin your financial planning today, call Jason Blum with HSB Advisors at 573-880-5591, or if you would like to learn more about trust options, call Attorney Sean McDowell with Kreitler Law Firm at 573-608-6173.