2015 Philanthropy Learning Exchange 

FINANCIAL PLANNING 101

 

Lunch and Learn

for professional advisors

 

7 Golden Rules of Saving and Investing

 

This presentation provides an introduction to saving and investing, including the fundamentals of retirement plans and charitable giving as a part of a holistic wealth management strategy.

 

 

Andreas Nydal, Financial Advisor

Morgan Stanley Wealth Management

 

Community Foundation hosts a series of Philanthropy Learning Exchanges (PLEx) presentations to assist you in helping your clients create and manage their personal financial and estate plans, including their charitable giving.  These events also serve as a forum to learn more about our community.

Enjoy a relaxed evening with others who seek to inspire and support engaged philanthropy in our community.

Lunch will be served.

Free and open to the public.

This is a no fee, no obligation event. Solicitating for any gifts, grants or other business is expressly prohibited at this event.

Register Now!