Estate and Personal Planning Lunch & Learn
Monday, April 22, 2024
12:00 to 1:30 p.m.
Join us for an insightful Estate and Personal Planning Lunch & Learn presentation at Holy Family.
Our distinguished guest speakers include Estate Planning Attorney Richard Marone and Senior Vice President and Senior Trust Private Bank Officer Suzanne Giuffrida, who are also trusted members of Holy Family’s advisory board.
These experts will present alongside Dawn Fleming, CFRE, Holy Family’s Director of Donor Relations and Planned Giving. Together, our team brings decades of combined experience in estate planning and charitable giving.
At this informative seminar, you will:
gain valuable insights into various estate planning tips, tools, and solutions
learn how you can transfer wealth to your heirs and charitable beneficiaries
understand helpful ways to save on taxes
Please note that this session is purely educational, with no solicitations or sales of products or services.
This event is free and includes lunch. Please register below to reserve your spot.
Dietary restrictions? Holy Family is committed to making your stay as comfortable and enjoyable as possible, and to that end, we can accommodate most dietary needs. Please email Ted, our registrar, at tjastrzebski@holyfamilyretreat.org, if you have any dietary restrictions or food allergies, so that we may make preparations in advance of your retreat.