Our Economic Environment and Your Estate Planning: Expert Recommendations
Come hear a panel of wealth management, financial and legal experts weigh in on a concise overview of key tax proposals; latest legislative activity; and charitable giving tools that can help you effectively plan your legacy. Dunwoody’s Gift Advisory Council (GAC) is a volunteer committee comprised of financial and legal professionals who donate their time and talent in advising the College on our gift planning programs. GAC members will share insights in this panel presentation.
- Jerry Anderson, SVP, US Bank Private Wealth Management
- Brianna Mooty, Esq., Senior Estate Planning, Trust & Legal Consultant, Fiduciary Counseling
- Erika Stein, Principal, Morrison Sund
- Bob Cohen, Principal, Tamar Fink
- Social: 8:30 – 9 a.m.
- Workshop: 9 – 9:45 a.m.
- Q&A: 9:45 – 10 a.m.
Contact Dawn Fish, CFRE
612.381.3047 (work) | 651.247.5884 | email@example.com