Join us for an informative virtual conversation on estate planning. This session will highlight how thoughtful planning protects your loved ones, supports your financial goals, and can create a meaningful legacy through charitable giving. The program will include a moderated discussion as well as an opportunity for attendees to ask questions.
What you will learn:
- Key components of an estate plan and why they matter for all income levels
- How estate planning can offer financial and tax benefits
- How charitable gifts can be thoughtfully included in an estate plan, at any giving level
- Common mistakes and how to avoid them
Panel Discussion Featuring:
Carrie Callas, Executive Director
Cancer Wellness Center
In Conversation With:
Samantha Aronow, Attorney
Benjamin, Gussin, Kallick, Erlich & Aronow
Christopher Clarkson, National Director, Planning, Foundation & Institutional Advisory
Bernstein Private Wealth Management
Art Mollenhauer, Philanthropist
Cancer Wellness Center Past Board Member
To register online: CLICK HERE
Please call or email Michelle Maer with any questions at 847.562.4974 or Mmaer@cancerwellness.org.
Zoom link will be provided prior to the event.