Speaker series- Facing the Future with Confidence: Planning Your Legacy
May 2, May 9, May 16 from 6:00 to 7:30 PM
Free admission. Please contact Jason Fate @ firstname.lastname@example.org to register
Baby boomers are defining a new landscape of generosity. As retirement nears or has arrived, individuals face competing demands when it comes to giving. Whether it be supporting family members or philanthropic efforts, the decision to give should be thoughtful and purposeful. This three part class will serve to discuss the strategies of how to give responsibly, effectively, and in appropriate amounts. The foundation of these strategies begin with financial planning and holistic wealth management, which will be covered in detail.
Brian Bohn is a certified financial planner with experience helping individuals and families financially navigate their lives. He is a partner of The Gleason Group wealth management practice at Merrill Lynch that is rooted in transparency of risks, outcomes, and objectives. He also travels to regional universities and colleges to share his expertise in managing the finances of wealthy families, business owners, and executives.