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Wealth Strategies to Support Loved Ones and Organizations You Care About. In-Person
Discover how intentional financial planning can help you create a meaningful legacy for the people you love and the organizations that matter most to you. In this 90 minute workshop, we’ll explore some simple and practical wealth-building strategies that empower you to:
- Support family members and loved ones through gifts, savings, and long-term planning.
- Maximize your impact with your RM
- Align your financial goals with your personal values and community priorities.
- Plan for the future with confidence, balancing your financial security with meaningful contributions to others.
Whether you’re looking to support future generations, fund a nonprofit’s mission, or leave a lasting legacy in your community, this workshop will equip you with the tools, knowledge, and inspiration to make it happen.
- Date:
- Wednesday, November 13, 2024
- Time:
- 6:00 PM - 8:00 PM
- Time Zone:
- Eastern Time - US & Canada (change)
- Location:
- WLS Conference Room
- Locations:
- Westchester Library System, 570 Taxter Road, 4th Floor, Elmsford, NY 10523
- Audience:
- Directors / Library Administration Library Staff Trustee WLS HQ Staff
- Categories:
- Administration > Vendor Demonstration
Registration has closed.