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:
For more details, please download this PDF announcement: http://www.rightpathinvestments.com/work/philanthropyWorkshopHandout_20100819_RPIFP.pdf
To attend, please call Kasey Geoghegan at the Summit Foundation at 970.453.5970.
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.