Lunch Break Legacy Table - Planned Giving

Creating a philanthropy plan that is inspired, effective, meaningful, measurable and most importantly engages your family.

You will leave with a practical, step by step toolkit designed to help you…

* Engage in thoughtful conversations with your families and your advisors.
* Anchor philanthropy around deeply held values.
* Be smart and effective in charitable planning.
* Creating a giving plan

Join us for an in-person session led by Thomas J. Duffy, CFP®, MBA, CRPC®, CDFA®, RSSA®.

Breakfast & coffee will be provided.

📍 121 Drs James Parker Blvd., Red Bank, NJ Second Floor Training Room

📆 Wednesday, October 01

⏰ 8:30 – 9:30 AM

➡️ RSVP - https://docs.google.com/forms/d/e/1FAIpQLScqodjf9ap5ESKz9fhcgU1EhtmOCv6dpoj6TDkPlo7eRKCneA/viewform?usp=header

You may also like the following events from Lunch Break:

• This Friday, 12th September, 06:00 pm, LUNCH BREAK COMMUNITY DINNER in Red Bank
• This Sunday, 14th September, 01:00 pm, Sunday Football Watch Party in Red Bank
• Next Tuesday, 16th September, 01:00 pm, All Recovery Meeting in Red Bank

Also check out other Workshops in Red Bank, Nonprofit events in Red Bank.