Continuing the MFA’s commitment to providing the latest thinking on estate planning and philanthropy, we invite you to complimentary sessions featuring nationally recognized experts. Though our speakers address planning considerations to specific audiences, all who would like to learn more about financial and estate planning are welcome to attend.
You may choose to attend one or both seminars.
Financial Fundamentals for Women
Dune Thorne, CTFA, CWS, Partner and Head of the Northeast Region, Brown Advisory
Women control more than 51 percent of total personal wealth in the United States and live longer, on average, than men. Women of all ages can benefit from thoughtful and effective planning to meet their long-term financial and charitable goals.
- Review key financial fundamentals that everyone should know.
- Understand the building blocks to accumulate wealth over the long term.
- Know steps to ensure your financial and medical well-being at every life stage.
- Walk through successful planning strategies.
- Discuss the ways women consider philanthropy, and find out how charitable giving can help you meet your long-term goals.
What You Need to Know about Gift and Estate Planning
Christopher D. Perry, Esq., President, Wealth Management, Northern Trust
Today’s families are increasingly complex and nontraditional, and require a modern approach to estate planning. Learn how thoughtful planning can strengthen your present finances, reduce taxes, and fulfill charitable and personal aspirations.
- Review the differences between wills and trusts.
- Learn how financial and estate considerations may be affected by your family situation or life stage, including considerations for blended families, those without children, and disability planning.
- Understand hidden taxes on retirement plan assets and how to avoid them.
- Find out how charitable giving, including gifts of art, can help meet your planning goals, such as decreasing taxes or increasing income in retirement.
- Hear basic questions to ask your financial advisor or estate planner.
Registration recommended by Friday, April 3, 2020.
To register, or for more information, call Katherine McNally at 617-369-3193, or e-mail firstname.lastname@example.org.
Complimentary parking in garage and surface lots is available to participants.
Can't attend? Visit Planned Giving to learn about the types of planned gifts or to request information.