Free and open to the public
A short and fun presentation!
Refreshments: wine, cheese and tea will be served
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The focus of this educational event will be on "Comprehensive Charitable Planning" to include a segment on "Charitable Gifts That Preserve Personal Wealth".
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The ways in which gifts can be made to charity vary and can be tailored to achieve specific planning objectives. We want to educate the donor about ways to maximize both the gifts they give as well as the benefits they receive and the satisfaction that comes with making the gift.
Plus, there will be an engaging guided tour of the galleries by Art Center Sarasota’s Executive Director, Fayanne Hayes. Guests will learn about the art center’s role in the community and talk about how we look at art.
Introduction by:
Joyce Shera, First Vice President - Investments, Wells Fargo Advisors, LLC.
Featured speakers:
James Henley, CLU, ChFC, Wealth Management Consultant, SAYBRUS PARTNERS, Hartford Ct.
Brian K. Titus, JD, LLM, CLU, ChFc, Saybrus Partners, Inc., Hartford Ct.
Closing remarks by:
John Berkey, Financial Advisor, Wells Fargo Advisors, LLC.
