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Executors, Trustees, and Personal Representatives…Oh My!

July 30 @ 11:00 am - 12:00 pm CDT

Free

Were you named in a loved one’s estate and trying to figure out what comes next? Learn the differences between these key roles, basic lingo you’ll need to know as you carry out a loved one’s wishes, and ideas for keeping yourself organized—and sane—along the way.

Speakers

Jennifer Nohelty – Founder, CEO, & Senior Gift Planning Counselor
Jennifer is a graduate of the Metropolitan State College of Denver’s Personal Financial Program where she received her Certificate in Personal Financial Planning. She is in her third decade of advising nonprofits and donors in maximizing their legacy potential. Her designations and certifications include: CFRE, CDE, CGPP, RFC, CSFP

 

Tamara Fanjoy – Gift Planning Counselor
Tamara has spent much of her career providing leadership and service in a variety of industries. Since joining the team at GPS, Tamara has established partnerships with churches and other nonprofits as they’ve launched Legacy Gift Planning Programs for their supporters. Through her role, she has helped many donors leave generous gifts to their favorite charities, creating a meaningful legacy that will impact the future of many communities.

 

Details

Date:
July 30
Time:
11:00 am - 12:00 pm CDT
Cost:
Free
Event Category:
Website:
https://us02web.zoom.us/webinar/register/WN_Euh5eTk-Q2eMc_K37dBZeg

Venue

Online

Organizer

Gift Planning Services, LLC
Phone:
715.838.0368
Email:
admin@giftplanningservices.com
Website:
www.giftplanningservices.com