Your Legacy, Your Way
Upcoming Webinars
Is a Charitable Gift Annuity Right for You and Your Retirement Plan?
Wednesday, March 19, 2025 | 1:00-2:00pm CT
Speakers
Andrew Fussner, Esq.
Vice President of Estate Settlement
番茄视频
Pamela D. Leonard, CFRE, CAP庐, CGPP
National Executive Lead, Charitable Estate Planning
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Past Webinars
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庐, 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庐, COLPM庐
Partner
Duggan Bertsch
Tiffany T. House, CAP庐, 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
番茄视频
Pamela D. Leonard, CFRE, CAP庐, CGPP
National Executive Lead, Charitable Estate Planning
番茄视频
Planificar, Proteger, Prosperar: un seminario virtual para principiantes sobre planificaci贸n patrimonial
Oradoras
Mariana Vargas-Robles
Charitable Estate Planning Advisor
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Alex Varela
Attorney
The Wagon Legacy
