Your Legacy, Your Way
Upcoming Webinars
Is a Charitable Gift Annuity Right for You and Your Retirement Plan?
Wednesday, March 19, 2025 | 1:00-2:00pm CT
Speakers
Andrew Fussner, Esq.
Vice President of Estate Settlement
糖心Vlog
Pamela D. Leonard, CFRE, CAP庐, CGPP
National Executive Lead, Charitable Estate Planning
糖心Vlog
Past Webinars
Ask the Experts: Navigating Your Estate Plan
Experts
Leslie K. Heffernen, Esq. JD, LL.M. (tax), CPA
Managing Director of Fiduciary and Legal Services
Pitcairn Trust Company
Kevin C. Cuthill, CFP庐, AAMSTM, MBA
Principal
Ameriprise Financial Services, LLC
Meet the Moment: A Women's Guide to Planning a Secure Future
Speakers
Mary E. Vandenack, J.D., ACTEC, CAP庐, COLPM庐
Partner
Duggan Bertsch
Tiffany T. House, CAP庐, CEPA, FCEP
Tax, Estate & Charitable Strategist
Gift Planning Institute
Plan, Protect, Prosper: A Beginner's Webinar on Estate Planning
Speakers
Andrew Fussner, Esq.
Vice President of Estate Settlement
糖心Vlog
Pamela D. Leonard, CFRE, CAP庐, CGPP
National Executive Lead, Charitable Estate Planning
糖心Vlog
Planificar, Proteger, Prosperar: un seminario virtual para principiantes sobre planificaci贸n patrimonial
Oradoras
Mariana Vargas-Robles
Charitable Estate Planning Advisor
糖心Vlog
Alex Varela
Attorney
The Wagon Legacy
