Your Legacy, Your Way

View upcoming and past webinars hosted by the 91视频 to learn how to secure your future and create your legacy.
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Upcoming Webinars

older couple smiling and looking off to the distance outside

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

Wednesday, March 19, 2025 | 1:00-2:00pm CT

Speakers

Andrew Fussner, Esq.
Vice President of Estate Settlement
91视频

Pamela D. Leonard, CFRE, CAP庐, CGPP
National Executive Lead, Charitable Estate Planning
91视频

Learn more and register

Past Webinars

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庐, 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庐, COLPM庐
Partner
Duggan Bertsch

Tiffany T. House, CAP庐, 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
91视频

Pamela D. Leonard, CFRE, CAP庐, CGPP
National Executive Lead, Charitable Estate Planning
91视频


Planificar, Proteger, Prosperar: un seminario virtual para principiantes sobre planificaci贸n patrimonial

Oradoras

Mariana Vargas-Robles
Charitable Estate Planning Advisor
91视频

Alex Varela
Attorney
The Wagon Legacy