51Â鶹

Busting Estate Planning Myths & Misconceptions

Speakers

Lindsey Weinberg
Partner, Attorney at Law
The Laiderman Law Firm, P.C.

Andrew Fussner, Esq.
Vice President of Estate Settlement
51Â鶹

Smart Planning for Women

Speaker

Stacy Francis, CFP®, CDFA®, CES™
President and CEO
Francis Financial, Inc.

Is a Charitable Gift Annuity Right for You and Your Retirement Plan?

Speakers

Andrew Fussner, Esq.
Vice President of Estate Settlement
51Â鶹

Pamela D. Leonard, CFRE, CAP®, CGPP
National Executive Lead, Charitable Estate Planning
51Â鶹

Ask the Experts: Navigating Your Estate Plan

Experts

Leslie K. Heffernen, Esq. JD, LL.M. (tax), CPA
Managing Director of Fiduciary and Legal Services
Pitcairn Trust Company

Kevin C. Cuthill, CFP®, AAMSTM, MBA
Principal
Ameriprise Financial Services, LLC

Meet the Moment: A Women's Guide to Planning a Secure Future

Speakers

Mary E. Vandenack, J.D., ACTEC, CAP®, COLPM®
Partner
Duggan Bertsch

Tiffany T. House, CAP®, CEPA, FCEP
Tax, Estate & Charitable Strategist
Gift Planning Institute

Plan, Protect, Prosper: A Beginner's Webinar on Estate Planning

Speakers

Andrew Fussner, Esq.
Vice President of Estate Settlement
51Â鶹

Pamela D. Leonard, CFRE, CAP®, CGPP
National Executive Lead, Charitable Estate Planning
51Â鶹

Planificar, Proteger, Prosperar: un seminario virtual para principiantes sobre planificación patrimonial

Oradoras

Mariana Vargas-Robles
Charitable Estate Planning Advisor
51Â鶹

Alex Varela
Attorney
The Wagon Legacy