CSF Blog

Leave a Legacy in Coronado

Posted 2 months ago

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Interested in leaving your legacy to benefit Coronado citizens in our Crown City?

Enjoy an interactive and informative seminar to learn creative ways to maximize the effectiveness of your charitable giving at the upcoming Coronado Gives Seminar on Thursday, January 31st, 2019 5:30 pm. Hosted by the Coronado Historical Association and Coronado Schools Foundation Boards and staffs, the panel will feature financial planners and estate planning experts from the Law Offices of Tami Sandke, APC; The Gensler Group; Jane M. Braun, CFP, MSBA; Law Offices of Callahan, Little & Sullivan; Manning Wealth Management, and O’Connor Capital Management. 

Qualified Charitable Distributions and Donor Advised Funds will be explored as to how best to benefit your estate plans as well as local charities.  The event on January 31st will be held at the Coronado Historical Association Lecture Hall, 1100 Orange Avenue. 

Please RSVP for this complimentary seminar by January 28th to Laura 619-437-8059 x 6 or laura@csfkids.org.

Wine and appetizers will be served. All welcome! Join & share the event on Facebook.

Click here for event flyer

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