Effective Estate Planning

Having a plan to manage the transition of your assets as part of your estate plan in a tax-efficient manner is critical. Rotarian Tom McDowell will moderate a panel consisting of Rotarian Bobbi Thury, an attorney with Legacy Law, who specializes in estate plans, Rotarian Kim Erkonen, a financial planner with RW Baird, who specializes in balancing portfolios for the long haul and April Keizer, a CPA with Eide Bailly who specializes in tax.

The buffet lunch will be available beginning at 11:30 am. The menu will be: Gourmet Goulash with corn and Italian herb & cheese garlic toast and salad bar.

The presentation, at the club’s regular weekly meeting, will be held at the South Dakota Military Heritage Alliance in Sioux Falls and will begin at noon. All Downtown Sioux Falls Rotary Club programs are open only to Rotarians and their guests. All programs are subject to the club's Privacy Policy. Local media are invited to attend to record the session.

Rotary International is one of the premier service organizations in the world. The Rotary Club of Downtown Sioux Falls is among the largest 15 clubs in the world. For more information on how to become a mentor or involve your organization in mentoring visit Sioux52.org.