The Office of Planned Giving and the UAB National Alumni Society began partnering in 2020 to present a series of webinars on a range of estate planning and related topics. Our webinars are archived below. If you would like to view additional webinars by the UAB National Alumni Society, click here. If you would like to receive invitations for future webinars, please email Planned Giving Development Coordinator Mary Jane Gibson at mjgibson@uab.edu.
To Trust or Not To Trust
Estate Planning: Tips and Tax Considerations
Retirement Planning: Winning by Not Losing
Happy Holidays! Creating Dementia-Friendly Environments and Traditions
QUESTIONS? I CAN HELP.
Kimberley S. Coppock, J.D.
Director of Development
Office of Planned Giving
kcoppock@uab.edu
(205) 975-5970
Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.