Making A Mark:
How donors can use their retirement
plans to create a charitable legacy

During this presentation, Private Wealth Advisor Monika Reyes will discuss current and future gift strategies to share with your donors. She will also review recent tax law changes that have created a higher sense of urgency for individuals to plan for their short and long-term goals, which may lead to increased planned giving activity.

As a Certified Financial Planner, Monika works with individuals, families and small business owners providing personalized advice in the areas of investment management, retirement savings and distribution planning, and legacy development. She specializes in applying tax strategies across all three financial planning focus areas. Monika is also an Ed Slott Master Elite Advisor, part of a professional group that is considered one of the nation’s leading sources on IRAs.

PGFGS Member: $25
Nonmember: $40

LUNCH PROVIDED

Please note: If you aren't a member and you inadvertently register as one, you will be contacted for the balance.