Planned Charitable Giving Panel & Season Kick-off
Date: Monday, September 8, 2025
Time: 11:45am - 1:15pm
Location: Vantage Point Brewing (upstairs)
Speaker: Sharon Morgan, Kristi Rietze, Bill Pfinsgraff
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Join us for our Planned Charitable Giving Panel and Season Kick Off. This event will feature insights from local professionals on strategies for effective charitable giving, followed by time to connect over lunch and refreshments.
We’ll cover practical approaches to charitable planning, tax-smart giving strategies, and how to align generosity with overall financial and estate plans.
Agenda:
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11:45 AM – Arrival and lunch
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12:00 PM – Panel discussion
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1:00 PM – Networking and wrap-up
RSVP: Please register by Friday, September 5.
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