I completed our 2009 calendar of public classes yesterday — with a great program for 48 energetic and interested attendees at the gorgeous Terranea Resort in Rancho Palos Verdes.
We regularly present classes for public and private groups. We list only the public classes on this site.
Sponsored by a group of charities serving the Palos Verdes Peninsula, yesterday’s 90-minute program focused on strategies for year-end giving and tax-smart use of retirement plans.
I always ask for feedback at our classes. This time I asked attendees for feedback about the class they’d just attended, and to tell us (the sponsors and me) their preferences on topics for the future. The top three topics for future classes chosen by the attendees were
- Taxes and giving (income, capital gains, estate taxes) (68%)
- Estate giving tools and techniques — introduction (51%)
- Researching charities before I donate (51%)
I’m ready, willing and able to talk about all three — and looking forward to doing it for public and private classes in 2010.