Planning your Legacy

Let's Talk Retirement: Everything You Need to Know About Managing Your Portfolio and Income Needs
Presented by Scott Whyte

December 6, 2021
12:00 p.m. - 1:00 p.m.
Oakland Center, Gold Rooms B/C

In this session, Scott Whyte, financial advisor at Bloom, Bloom & Associates, will share insights about planning for and managing your income in retirement. It is never too early to plan for future needs. Scott will focus on specific options relevant to OU personnel with 403b funds.

Boxed lunches will be served.

CLICK HERE to register.

Tax Savvy Ways to Maximize Tax Advantaged Charitable Giving
Presented by Bernard Kent
May 18, 2021

During this session, Bernard Kent, Chairman and Senior Advisor at Schechter Investment Advisors in Birmingham, provided insight on how using charitable giving can reduce your tax bill now and in the future.

With potential changes to the tax code on the horizon, now is the time to make your plan. During this webinar you will learn techniques to avoid unnecessary taxation and make a significant impact on the charities you wish to support.


Elder Law and Estate Planning: 10 Things You Need to Know
Presented by Sara Schimke, JD
April 27, 2021

During this session, attorney Sara Schimke discussed proactive estate planning that can be done now to avoid crisis planning later, essential documents needed in an effective estate plan, how to assist loved ones if they are not able to help themselves, and how to know when you need the specialized expertise of an Elder Law attorney. 

Improving Your Financial Fitness: How to Make the Most of Your Money
Presented by Jill Gleba, AIF
March 29, 2021

During this session Jill Gleba, AIF, financial advisor and president of Gleba & Associates in Troy, Michigan, discussed attitudes and ideas to help you improve your financial fitness. Whether you are planning for short-term needs and expenses or focused on long-term retirement plans, Jill’s expertise will help you determine if you are on track to meet your goals and provide insight to apply to your future plans.

Trusts: What They Are, How They Work, and When They Are Needed
Presented by Salvatore LaMendola, Esq.
February 23, 2021

When you think about your estate plans, many people wonder if they should use a trust or if a simple will is all they need. In this presentation, you will learn about trust basics as well as numerous instances where having a trust is beneficial. From the simple desire to avoid probate to the more complicated aspiration to benefit both heirs and charity on a tax-advantaged basis, the talk addresses how trusts can achieve those goals and more.