Women’s Philanthropy Luncheon

March 31, 2017

Please join Women’s Philanthropy for

Family Financial Literacy: Finding Philanthropy Between the Lines

Friday, March 31, 2017 | The Selig Center

Check-in 11:30-11:45 am l Buffet lunch with keynote address 11:45 am-12:30 pm
Breakout sessions running simultaneously 12:45-1:30 pm

Couvert $18 per person | Dietary laws observed
This event is open to all women in the community.

Registration closes at noon on Monday, March 27

KEYNOTE: Putting the Family in Family Philanthropy: How can families use philanthropy to transmit values and work together multi-generationally?
Carol Kroch, Managing Director, Wealth and Philanthropic Planning, Wilmington Trust

Why is there so much interest in multi-generational philanthropy today? What structures work best for family philanthropy?  What are the advantages of multi-generational philanthropy from a family and wealth planning perspective? And why is communication the key to success?

 Focus I: Charitable Planning
Oh, So Many Solicitations…
Donna G. Barwick, JD, CFP, Senior Fiduciary Officer, Wilmington Trust

How to see through the marketing materials and assess the financials of a non-profit organization. Learn what to look for and how to ensure your donations make a difference.

 Focus II: Family Finances
The Chosen One: How to Be the CEO of Your Family
Niv Persaud, CFP®, CDFA™, CRPC®
Transition Planning & Guidance™, LLC

Life is about more than accumulating money – it’s about living the lifestyle you envision and can afford. Over the years, life has become more complicated. What used to be normal expectations have shifted. How do we manage it all? Topics will include the financial decisions we must make regarding lifestyle spending, college savings, life insurance, and retirement savings.

 Focus III: Dancing In and Out of Independence
Helping Aging Parents: When Do You Lead and When Do You Follow?
Victoria L. Collier, Certified Elder Law Attorney
The Elder & Disability Law Firm of Victoria L. Collier, PC

We all want to maintain independence. We also want to help our loved ones. Learn how to create a solid legal plan to maximize independence while also allowing the flexibility to ask for proper help when needed.     

Event Chairs: Laurie Kogon, Debbie Levinson and Kim Swartz

Sponsored by

Organized by: Dakota Penza

Location: 1440 Spring Street, Atlanta, GA 30309

Price: 18

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Friday, March 31, 2017, 11:30 am - 1:30 pm
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