Building Your Legacy: Legacy Giving Lunch & Learn, Free and open to the public, October 18 at 11:30am
Date and Time
Tuesday Oct 18, 2022
11:30 AM - 1:00 PM CDT
Tuesday, October 18 11:30am - 1pm
Location
In Person:
First State Bank and Trust
680 Annabelle Way, Hudson, WI 54016
Online: https://register.gotowebinar.com/register/3681490810564693515
Fees/Admission
Registration and lunch are free.
Website
Contact Information
Kristie Smith
Send Email
Description
Learn the who, what, why and when to begin your legacy giving plan.
Do you wish to include planned giving in your investment portfolio but haven't thought about how or if its possible? Join us Tuesday, October 18 from 11:30-1pm online (open to everyone) or in-person (for the first 30 to sign up)! Registration and lunch are free.
This free lunch and learn is presented by First State Bank and Trust with panelists Heather Logelin, President and CEO, St. Croix Valley Foundation, Jason Howard, First State Bank and Trust, Joan Bartz, Financial Advisor, Thrivent and Damien Cannaday, Financial Advisor, Cannaday Bloom Wealth & Insurance Solutions.
In-person registration is limited to 30 people and includes a free lunch: registration is here: https://app.donorview.com/6YLr1
Online attendance is free and unlimited. Registration is online here: https://register.gotowebinar.com/register/3681490810564693515
More information can be found here: https://bit.ly/3BSe6wH
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