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Name: Women's Peer Group
Date: July 14, 2020
Time: 7:30 AM - 9:00 AM EDT
Registration: Register Now
Event Description:
 
Stages of Wealth including Utilizing Donor-Advised Funds
 
We will explore the three stages of wealth: accumulation, preservation, and distribution.  Discussion will address: and 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
Location:
Ohio Dominican University
Griffin Student Center -  Room 276
1215 Sunbury Road 
Columbus 43219

*Please place this PARKING PASS on your dashboard.
Date/Time Information:
7:30-9:00 am
Contact Information:
Amy Dotts
Fees/Admission:
Free for Conway Center members

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