Your Legacy, Your Way
Upcoming Webinars
New events coming soon! Check back in early June.
Past Webinars
Smart Planning for Women
Speaker
Stacy Francis, CFP®, CDFA®, CES™
President and CEO
Francis Financial, Inc.
Is a Charitable Gift Annuity Right for You and Your Retirement Plan?
Speakers
Andrew Fussner, Esq.
Vice President of Estate Settlement
秘密研究所
Pamela D. Leonard, CFRE, CAP®, CGPP
National Executive Lead, Charitable Estate Planning
秘密研究所
Ask the Experts: Navigating Your Estate Plan
Experts
Leslie K. Heffernen, Esq. JD, LL.M. (tax), CPA
Managing Director of Fiduciary and Legal Services
Pitcairn Trust Company
Kevin C. Cuthill, CFP®, AAMSTM, MBA
Principal
Ameriprise Financial Services, LLC
Meet the Moment: A Women's Guide to Planning a Secure Future
Speakers
Mary E. Vandenack, J.D., ACTEC, CAP®, COLPM®
Partner
Duggan Bertsch
Tiffany T. House, CAP®, CEPA, FCEP
Tax, Estate & Charitable Strategist
Gift Planning Institute
Plan, Protect, Prosper: A Beginner's Webinar on Estate Planning
Speakers
Andrew Fussner, Esq.
Vice President of Estate Settlement
秘密研究所
Pamela D. Leonard, CFRE, CAP®, CGPP
National Executive Lead, Charitable Estate Planning
秘密研究所
Planificar, Proteger, Prosperar: un seminario virtual para principiantes sobre planificación patrimonial
Oradoras
Mariana Vargas-Robles
Charitable Estate Planning Advisor
秘密研究所
Alex Varela
Attorney
The Wagon Legacy