• Share:
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
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
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.
Set a Reminder:
Enter your email address below to receive a reminder message.

Scroll to Top