Your Roadmap to Estate Planning

Planned giving is about more than charitable gifts. It is a way to integrate your personal values, financial goals, and family priorities into a thoughtful long-term plan. Join a panel of local financial and legal experts as they discuss estate planning, retirement planning, tax-efficient giving, wealth preservation, and charitable strategies that can benefit both your loved ones and the causes you care about. Whether you are just starting the planning process or reviewing plans already in place, you'll gain practical insights and tools to help you navigate important financial and legacy decisions.

Invite a friend and join us! Light refreshments will be served. Plenty of time for Q&A.