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Savvy Legacy Planning

June 25, 2020 @ 11:00 am - 12:00 pm CDT

Free
Learn how to safeguard your estate and protect your loved ones from—ahem—themselves. Set up your estate plan to minimize arguments, strange loopholes, and cumbersome maintenance. Get an overview of several types of trusts and funds that will allow you to limit or strategically time cash disbursements to avoid giving loved ones more than they’ll be able to handle.

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.

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Details

Date:
June 25, 2020
Time:
11:00 am - 12:00 pm CDT
Cost:
Free
Event Category:
Website:
https://us02web.zoom.us/webinar/register/WN_n2IY8uODR2qFFGrVi0v5Mg

Venue

Online