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Name: Women's Peer Group
Date: July 14, 2020
Time: 7:30 AM - 9:00 AM EDT
Event 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
We will be using ZOOM for our meetings since we cannot meet in person!  Here is the link for this peer group virtual meeting, please register in advance:

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
Date/Time Information:
7:30-9:00 am
Contact Information:
Amy Dotts
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.

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