Women's Peer Group
Date and Time
Tuesday Jul 14, 2020
7:30 AM - 9:00 AM EDT
7:30-9:00 am
Location
https://us02web.zoom.us/meeting/register/tZMsc--rrDkvHN12Z1MnphuxtE4t7jwA12DS
Meeting ID: 871-4632-2569
Fees/Admission
Free for Conway Center members
Contact Amy Dotts, if you'd like to be added to the email list to receive upcoming notices of this Peer Group.
Contact Information
Amy Dotts
Send Email
Women's Peer Group
Description
Stages of Wealth including Utilizing Donor-Advised Funds
We will explore the three stages of wealth: accumulation, preservation, and distribution. Discussion will encourage you to consider these three phases and make sure you’re being proactive, because without a plan to transition smoothly from phase one to two and then phase three, you run the risk of dropping the baton suffering the consequences.
- Importance and strategies for transitioning smoothly into each of the stages
- Utilizing Donor-Advised funds – benefits, difference between a Foundation
- How to set up a Donor-Advised fund
https://us02web.zoom.us/meeting/register/tZMsc--rrDkvHN12Z1MnphuxtE4t7jwA12DS
After you register, an email will be sent to you from ZOOM with log-in information for the meeting. You do not need a ZOOM account to join, you can attend this meeting from anywhere using a compatible computer or mobile device. We want to see your face so video will be enabled for peer group virtual meetings! Remember this is a casual group so appear as you are (messy hair/no make-up totally fine!). Note that if you do not have video capability, you are still welcome to join.
** If you are new to ZOOM, you can test your device here: https://zoom.us/test
