The Columbus Medical Association (CMA) Foundation is pleased to invite central Ohio physicians to its first informational speaker session focused on planned giving and charitable strategies for physicians. 

Many physicians reach a point in their careers where their balance sheet includes assets beyond their current lifestyle needs. On Tuesday, April 8 at 6:00 pm, CMA Foundation partner and presenter, WesBanco Wealth Management, will discuss how thoughtful planning will allow physicians to support meaningful causes while also strengthening long-term financial and estate planning goals. Topics will include: 

• Charitable Remainder Trusts 
• Qualified Charitable Distributions from IRAs 
• Charitable Lead Trusts 

This session is offered at no cost to central Ohio physicians and partners. Refreshments will be provided. 

Click here to register.

This is the first in a series of sessions hosted by the CMA Foundation to provide practical planned giving and charitable strategies for physicians. Additional session dates will be announced soon.