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Financial Wellness Seminar Series

Charitable Tax Strategies at Year-End

Presented by: Bill Gaines and Jim Fleshman, CPA

Year end presents the opportunity to impact your community through philanthropic giving. Year-end is also an opportunity to take a last look at your tax status. Join CalvertHealth Foundation board member, Bill Gaines, and CPA, Jim Fleshman, for the next seminar in the Financial Wellness Series, and learn strategies to leverage tax savings while supporting causes that are close to your heart.

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Charitable Giving at Year-End – 2023

Presented by: Martha Rymer and Bill Gaines

This seminar presented financial planning basics to help you explore your many charitable giving options and how each can positively impact your tax savings. As we approach the holiday season and the many traditions of gratitude, generosity and a spirit of helping others, year-end charitable giving can also have a practical purpose related to your personal income tax planning. For individuals who itemize deductions, a gift to a qualified charitable organization may allow them to impact the causes that they support while claiming a charitable contribution deduction against their taxable income.

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Cyber Security

Presented by: Bill Gaines, Frank Smith and Mark Smith

Do you know how to protect yourself online? Join us for a seminar hosted by Foundation Board member Bill Gaines, joined by Foundation Board Member and owner of Idea Solutions, Frank Smith and Idea Solution’s Chief Operating Officer, Mark Smith in an informative chat on cybersecurity. Learn more about phishing scams, Microsoft updates, and what to look for to avoid being scammed.

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Family Love Letters

Presented by: Denise Bowman, Attorney at Law

Family Love Letters is a virtual seminar which helps provide focus during a very painful time for family members. The seminar walks you through writing your ‘love letters’ to provide guidance, sentimental advice and detailed financial information to help carry on your legacy after you are gone. During the seminar you will create a well thought out plan for your loved ones during a chaotic time. Attorney at Law Denise Bowman from Davis, Upton and Palumbo tackles difficult subjects in an effort to relieve family members of tough decisions and tasks from heartfelt advice to children and personal wishes, to account passwords and the location of important financial documents.

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Charitable Giving at Year-End – Blending Philanthropy and Tax Savings in 2021

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Are You Sure Your Children Are Protected
Estate Planning Basics for All Ages

Presented by: Denise Bowman and Bill Gaines

Don’t wait until it is too late to make important estate planning decisions. This valuable seminar will present information and strategies for working with your spouse or partner to plan for guardianship of your children in case of unforeseen circumstances.

The seminar is free but registration is required. Click the "Watch Video Now" button below to receive a link to our prerecorded seminar.

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Healthcare Power of Attorney and Financial Power of Attorney Recorded Seminar

The CalvertHealth Foundation Financial Wellness Seminar Series presents it first online recorded seminar, “Healthcare Power of Attorney and Financial Power of Attorney – What You Need to Know at Any Age”. Are you prepared should tragedy strike at any age? This valuable webinar shares strategies for the important tasks of planning for your care and financial wellbeing during a time of disability or incompetency. Presented by Denise Bowman, Attorney at Law, Davis Upton & Palumbo and David Sacks, Palliative Care Coordinator for CalvertHealth Medical Center.

The seminar is free and registration is required. Click the "Watch the Video" button below to receive a link to our prerecorded seminar.

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For suggestions on future topics, or for questions, please call 410.535.8348 or email foundation@calverthealthmed.org