- • February 4, 2020
Seunghee Cha to Speak on Giving Back: How Advisors Can Support Charitable Planning for Small and Family Owned Businesses
Join the Estate Planning Council of Hampden County for a luncheon meeting on the topic of Giving Back: How Advisors Can Support Charitable Planning for Small and Family Owned Businesses. Attendees will learn from a panel of local advisors on how they have helped their clients leverage charitable planning and tools before, during, and after the sale of a business.
Date: Tuesday, February 11, 2020
Time: 11:45am to 1:00pm
Place: Max’s Tavern at the Basketball Hall of Fame
Attendees can expect to:
Learn how you can broach the topic of charitable giving with your clients and hear specific local examples of how other advisors have helped their clients realize their charitable goals during owning or exiting a business.
Learn about the tools available to help your clients realize their charitable goals and the tax benefits.
Learn how these conversations can strengthen your client relationship over the long-term and enable advisors to build relationships with the next generation of owners.
Moderator: Katie Allan Zobel, President/CEO of the Community Foundation of Western Massachusetts
Dana Barrows, CLU®, ChFC®, J.D., Estate and Business Planning Specialist, Northwestern Mutual
Seunghee Cha, JD, Partner, Buckley Richardson
Hyman Darling, JD, Shareholder, Bacon/Wilson
Amy Jamrog, CFP®, CAP ®, ChFC®, CLU ®, CASL, Chief Executive Officer, The Jamrog Group
Julie Quink, CPA, Managing Principal, Burkhart Pizzanelli
Members $40.00 Nonmembers $45.00 No payments at the door.
Please reserve your seat by e-mail to firstname.lastname@example.org.