Thursday September 24, 2015 from 12:00 PM to 1:00 PM EDT
Add to Calendar


TC3 Tioga Place, Rm 602
118 N. Tioga Street
Ithaca, NY 14850

Driving Directions 


Amy LeViere
Community Foundation of Tompkins County



2015 Philanthropy Learning Exchange 



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.