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Peter Oldham, Senior Vice President, General Counsel, YMCA of Middle Tennessee
Diana Deakin-Thomas, General Manager Relationship Development, YMCA of Greater Toronto
This session will arm you with the information you need in order to counter the perception that wills are difficult and time-consuming. The presenters will offer resources for simple wills and will suggest that retirement plans, IRAs and similar items should be the first topic of conversation with your planned giving prospects. |
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