The Win-Win of Giving: How to Create Impact While Maximizing Your Benefits
About this Event
If you’re looking to give back in a more thoughtful and effective way, this event is for you.
Join CERTIFIED FINANCIAL PLANNER™ professional, John Howe-Wemett of Generation Capital Management, and Journey of Solutions for a conversation on strategic charitable giving at the Rochester Yacht Club.
Our keynote speaker, John Howe-Wemett, will explore how charitable giving can be both deeply personal and financially strategic. With over a decade of experience advising clients, John will walk through key tools and tax-advantaged approaches for giving during your lifetime and as part of your legacy. He’ll also share insight into how our beliefs around money can shape the way we give, and how aligning your donations with your values can help maximize your impact.
Details:
- 🎤 30-minute keynote presentation
- 🍷 Cash bar + light appetizers
- 📍 Hosted at the Rochester Yacht Club ballroom with deck access
- 💬 Time for questions and networking
Free to attend | RSVP required
| Ticket Information | Ticket Price |
|---|---|
| How to Strategically Give Back: Hosted by CFPP® Jo | Free |
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