Charity Begins at Home, But Where Does it Go From There?

By Steven Smith | Financial Lifestyle

Sep 10

Are you or your clients struggling with a way to make philanthropy a more meaningful part of your wealth management? Join us to learn about practical steps you can take to integrate giving into your financial lifestyle and family financial plans.

Seats are filling up and it is approaching last call to register for this workshop on family wealth management and philanthropy, which I am pleased to be moderating on behalf of The Summit Foundation.

Charity Begins at Home, But Where Does it Go From There?
A Family Wealth Management and Philanthropy Presentation and Educational Workshop
Thursday, September 16 at 9:30 am
Beaver Run in Breckenridge

We have assembled a terrific panel of experts (two attorneys and a family wealth counselor) to discuss such questions as:

  • Why do many estate plans fail and what can be done to improve the chances of success?
  • What is the role of philanthropy in successful estate planning?
  • What are some of the tools that can be used to achieve your goals?
  • There will also be ample opportunity to ask your own questions of the panelists.

For more details, please download this PDF announcement:

To attend, please call Kasey Geoghegan at the Summit Foundation at 970.453.5970.

Ready to take the next step?

whats your risk number

Take our free risk assessment quiz to determine your readiness on the path to Financial Independence.

Self Guided Path

Get your Risk Number to pinpoint how much risk you want, how much risk you need and how much risk you actually have in your portfolio. Then build on this process to craft a personalized plan.
Steve Smith, Financial Planner

Steve Smith, Principal Right Path Investments

Fully Guided Path

Steve Smith, Principal of Right Path Investments is here to guide you with preparations to take your next step. If you're ready to take that step, schedule some time for a one on one with Steve today.

Contact Steve

Leave a Comment:

Leave a Comment:

%d bloggers like this: