Prepare, Protect and Share

Prepare, Protect and Share

March 1, 2018, 11:30 a.m. to 1:00 p.m.

Join us for a lunch-and-learn style seminar where you can gain ideas for planning meaningful gifts for family and the causes close to your heart. Learn about deferred giving techniques and smart charitable strategies considering today’s tax changes.

Join us for a lunch-and-learn style seminar where you can gain ideas for planning meaningful gifts for family and the causes close to your heart. Learn about deferred giving techniques and smart charitable strategies considering today’s tax changes.

Thursday, March 1, 2018 11:30 a.m. to 1 p.m.
Ryan Companies US, Inc.
533 S 3rd St. Suite 100 Minneapolis, MN 55413

Please RSVP by Feb. 26, 2018.

ABOUT THE PRESENTERS
Kimberly S. DeBaere, CFP® Senior Vice President, Chief Fiduciary Officer
Bremer Wealth Management

KimDeBaere

Kimberly and the Wealth Management team at Bremer provides disciplined, high-quality investment management, wealth planning and trust administration customized for clients’ unique goals. She has worked in the financial services industry since 1986 and has the expertise necessary to integrate advice from multiple disciplines and take a holistic approach to helping clients identify and meet their goals.


Robert L. Richert, J.D.
Wealth Management Strategist
Bremer Wealth Management

RLR

Robert has worked in the financial services industry since 2009 and is responsible for Bremer’s wealth planning process. Robert provides advice on estate planning, business succession planning, retirement planning and charitable giving strategies. He frequently speaks on wealth management topics to client groups and at industry events.

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