About This Event
Join John Keeton of CAPTRUST for an informative session focused on advanced estate planning strategies that can benefit both your family and the causes you care about. John will explore how tools like Charitable Remainder Trusts (CRUTs), particularly when used as beneficiaries of IRAs, can offer tax advantages, create long-term income streams, and extend the impact of your legacy beyond traditional limitations. This session is ideal for those interested in maximizing both financial efficiency and charitable impact.
Sponsored by CAPTRUST
This workshop is offered at no cost thanks to the generous support of CAPTRUST. Because space is limited, we ask that if you are unable to attend, you let us know so we can fill the spot with another community member.
About John Keeton
John Keeton is a vice president and financial advisor at CAPTRUST in San Antonio, where he provides personalized guidance in investment planning, tax strategy, estate planning, and charitable giving. He works with families and institutions to develop thoughtful, long-term financial strategies and is known for translating complex financial concepts into practical, goal-based plans. John holds a BBA in Finance from Texas State University and is actively involved in mentoring future financial professionals.
Questions?
Contact us at development@cibolo.org or (830) 249-4616.
About This Event
Join John Keeton of CAPTRUST for an informative session focused on advanced estate planning strategies that can benefit both your family and the causes you care about. John will explore how tools like Charitable Remainder Trusts (CRUTs), particularly when used as beneficiaries of IRAs, can offer tax advantages, create long-term income streams, and extend the impact of your legacy beyond traditional limitations. This session is ideal for those interested in maximizing both financial efficiency and charitable impact.
Sponsored by CAPTRUST
This workshop is offered at no cost thanks to the generous support of CAPTRUST. Because space is limited, we ask that if you are unable to attend, you let us know so we can fill the spot with another community member.
About John Keeton
John Keeton is a vice president and financial advisor at CAPTRUST in San Antonio, where he provides personalized guidance in investment planning, tax strategy, estate planning, and charitable giving. He works with families and institutions to develop thoughtful, long-term financial strategies and is known for translating complex financial concepts into practical, goal-based plans. John holds a BBA in Finance from Texas State University and is actively involved in mentoring future financial professionals.
Questions?
Contact us at development@cibolo.org or (830) 249-4616.
