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NYC (V) - What You Need to Know about Estate and Financial Planning (5:30pm ET) 102825
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About this event
Tuesday, October 28, 2025, 5:30-7:30 PM ET
If you know you want to focus on estate and financial planning, but you find it challenging to know where to begin, this workshop is for you.
The workshop will include practical information and stories that will illustrate:
- Why estate planning is not only about end-of-life issues, but about creating your unique lasting legacy
- Important milestones for when you should update your estate plans
- Critical documents to have in place to provide protection for you and your loved ones.
- How to turn tax-wise assets and flexible planned gifts into transformational philanthropic gifts that provide you and your family with benefits
Our presenter: Lisa Lager
Lisa is the Principal of Lisa Lager Consulting, a nonprofit and philanthropy consultancy. She is a nationally recognized philanthropy expert, consultant, advisor, speaker, and coach with 40 years of comprehensive fundraising experience, with particular expertise in strategic charitable planning and helping donors and their advisors design transformational gifts through after-lifetime giving and assets other than cash.
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Videoconference information will be provided in an email once payment is received.
Event Contact(s)
Loretta Lurie
For questions please contact.
Paulette Pellani
For questions please contact.
Registration Info
Registration is required before Tuesday, October 28, 2025 at 5:00 PM
Payment In Full In Advance Only
Registration is not transferable without permission from the Event Contact.
Cancellation Policy:
NO REFUNDS
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