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November 2002

Release Date: November 14, 2002

Financial Seminar to Address Charitable Giving, Tax Strategies

Financial strategies which can help average citizens meet their charitable wishes and pass more of their estates on to their heirs will be examined during a Friday, Dec. 6, seminar featuring James E. Connell, one of the nation's top charitable estate and gift planning authorities.

Connell, chief executive officer of James E. Connell and Associates of Enola, Pa., and a consultant to non-profit organizations throughout the United States and Canada, will lead the seminar on "Charitable Strategies for Wealth Enhancement and Preservation."

Topics that will be covered during the seminar include wealth preservation and enhancement; testamentary trusts and IRA's; and estate planning. Connell has given charitable tax seminars throughout the country.

The program provides a mix of sessions geared toward average citizens as well as attorneys, accountants, financial officers and board members of non-profit organizations. The seminar, open free to the public, is scheduled 8:30 a.m. to 2:30 p.m. Dec. 6 in the Davidson Conference Center in the Houston Harte University Center on the campus of Angelo State University. A complimentary lunch will be provided.

Though free to the public, advance reservation is required by Wednesday, Nov. 27. Interested individuals may register by phone at (325) 657-8370; by fax at (325) 657-5220; by mail at Charitable Tax Seminar, P.O. Box 1879, San Angelo, TX 76902.

The seminar is sponsored by ASU, Shannon Health System and United Way of the Concho Valley.