Join us for a four-part educational series on estate planning to help you make informed decisions about your assets and legacy plans. This program is designed for individuals interested in personal estate planning and professional advisors to share with clients who want to expand their knowledge of the basics.
Estate Planning 101 (October 22nd) An introduction to estate planning fundamentals. Our speaker, Louis N. Teti, Stevens & Lee, will provide advice for your biggest questions about wealth, family, and legacy. REGISTER HERE
Leaving a Charitable Gift as Your Legacy (January 14th) Exploring options for incorporating charitable giving into estate plans.
Impact Investing (May 20th) Understanding the intersection of investments and social impact.
Estate Planning 201: Lessons from Trust and Estate Administration (August 19th) Practical insights in estate planning.
Continuing education credits may be available for professional advisors. This program is a partnership of The Foundation for Delaware County and Civic Capital Consulting.
