INSPIRE – Securing a Legacy for Your Family While Being Philanthropic Too
Sponsored by the Lakeland Health Foundations in partnership with the Southwest Michigan Estate Planning Council
Date: Thursday, November 7, 2013
Time: 6:00 - 8:00 pm
Where: Upton Center for Learning, St. Joseph Regional Hospital
Join the Lakeland Health Foundations, the Southwestern Michigan Estate Planning Council and special guests as we share the secrets to making an impact in our local community, today, tomorrow and forever. Yes, you too can be a philanthropist.
Our special guests will share the information necessary to set up a Planned Giving Initiative while ensuring your family needs come first. You do not have to be wealthy to make an impact. Anyone can do it. Learn how.
Are You Ready For Retirement? - Luke Brown, Registered Principal, LPL Financial
Taking Care of My Family First – Dana Wales, CFP, Wales and Associates
Tools and Techniques of Philanthropists – 5 Plans to Get Started – Tim Passaro, Passaro, Kahne and Taylor Law Offices, PLLC
- What Is My Legacy and Who Can Help Me? – Mike Damschroder, CFP, Northwestern Mutual, President of Southwestern Michigan Estate Planning Council
- Question and Answer Session with the Panel
Light refreshments will be served while you enjoy an evening of information and empowerment. This workshop is for anyone who ever thought, “If I had the money, I would give more to my community”.
There is no charge to participate. Advanced registration is requested, please contact Jenny Miner or call (269) 927-5145.
Lakeland Health Foundations
1234 Napier Avenue
St. Joseph, MI 49085
Phone: (269) 927-5143
Fax: (269) 927-5338