Lunch and Learn event to outline planned giving strategies

Oakland University's Office of Planned Giving will host a Lunch & Learn event for faculty, staff, alumni and friends of the university focusing on savvy strategies for retirement funds. The seminar will discuss IRA required minimum distribution rules, the pros and cons of a Roth conversion, tax smart ways to leave retirement plans for heirs, and other sound strategies for retirement assets.

This informative seminar will include lunch. The event is set for noon to 1:00 p.m. on Monday, Dec. 3, in the Oakland Center rooms 128-130. Seating is limited, so reservations are required. RSVP to Laura Musachio at musachi2@oakland.edu or (248) 364-6117.

To learn more about seminars hosted by the Office of Planned Giving, please visit oakland.edu/giftplanning.