Year-End Family Legacy & Philanthropic Considerations

Join us for a virtual discussion on year-end planning, estate strategies, and the transformative impact of philanthropy. Explore how you can leave a meaningful legacy for your family and contribute to the greater good. Director of Philanthropic Strategy, Amanda Thomas and Director of Estate Strategy, Andrew Kulha will share valuable insights to help you navigate the complexities of financial planning and family charitable discussions, all while making a positive difference in the world.

Key Takeaways:

1. Gain a comprehensive understanding of the crucial steps involved in year-end financial planning. Discover how to optimize your financial resources, reduce tax burdens, and ensure your financial goals align with your values.

2. Explore effective estate planning techniques that preserve and transfer your wealth seamlessly to future generations. Learn how to communicate your wishes with your family, and advanced strategies to safeguard your family’s financial future.

3. Delve into the world of philanthropy and discover how charitable giving can make a meaningful impact on the causes you care about. Learn how to create a philanthropic strategy that aligns with your values and involves your family in the planning process.

Did you miss this event? Watch the recap below! 

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