2022 NorCal Charitable Planning Mixer

December 2, 2022 | 01:30 PM - 03:30 PM PT

Event Highlights
Is This Program For You?
Financial Services Business Continuity
of Interest
Adaptive Insights Professional Services
of Interest
Career Benefits PTO
~2.0 Hours
Time Allotment
This event is approximately 2.0 hours of viewing time.

Event Content

Need Charitable Planning Insights? This Event is For You!

Enjoy great conversations, light bites, and refreshing drinks during our charitable planning mixer!

Gain valuable charitable planning insights from our esteemed panelists:

  • Katy Brown, Armanino LLP
  • Sean Kenney, Fox Rothschild
  • Don Ledoux, Summit Financial

Topics will include:

  • Charitable giving fundamentals
  • Charitable remainder and lead trusts
  • Required minimum distribution to charity and donor advised funds
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