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Legacy Planning 101 – 7 p.m. Webinar

May 28 @ 7:00 pm - 8:00 pm CDT

Free

What do you want your legacy to be? During this free webinar, you’ll identify the loved ones and organizations you’d like to impact through your estate and get an overview of estate planning lingo and tools. You’ll identify the professionals you’ll want in your corner, get organized, ask key questions, and make a list of the next steps you’ll need to take as you flesh out your plan. You’ll have an opportunity to set up follow-up meetings to look at your net worth projections and set up strategic planned gifts, if desired.

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

 

Christy Boysen – Director of Operations & Gift Planning Counselor
With a background in higher education, marketing, and event management; Christy has had the opportunity to provide leadership in a number of roles in her nonprofit career. Since joining GPS, she has helped dozens of clients establish multi-million dollar charitable estate gifts to the organizations they love. Her professional degrees include: M.A. in Higher Education, B.A. in Psychology, B.A. in Communication.

Details

Date:
May 28
Time:
7:00 pm - 8:00 pm CDT
Cost:
Free
Event Category:
Website:
https://us02web.zoom.us/webinar/register/WN_gcVEKT5UQj2CpUVRiLRomQ

Venue

Online