Sunday, April 16, 2023
11:30 am
The Commons
You’re invited to a Planned Giving Seminar with FPS members Fred Pryor and Steve Ziobrowski. Come learn more about how estate planning can help you ensure the future of the communities you value.
The seminar will cover:
• IRA’s and 401k’s
• Donor Advised Funds
• Charitable Remainder Trusts
• Charitable Lead Trusts
• Life income Gifts, like annuities
• Wills, Revocable Trust, Irrevocable Trusts
Fred Pryor is one of the founders of TFC Financial Management Inc., a Boston firm that provides financial planning and Investment Management services. He graduated from Trinity College in Hartford, Connecticut, and Boston University Law School. He is now semi-retired and a member of First Parish Church’s Investment Committee, Finance Committee, and Pastoral Care Group.
Steve Ziobrowski has been a member of First Parish since 1982. He has over 40 years of experience as a tax lawyer in Boston, including advising clients on estate planning, charitable giving, and tax-exempt organizations. He is a member of the American College of Trust and Estates Counsel and the Society of Trust and Estate Professionals, and he is a past President of the Boston Bar Association Estate Planning Committee.