Co-hosted with Oasis Free Clinics, Tedford Housing, and The Gathering Place.

Join local estate planning experts for this free educational panel and explore how to strategically use your assets for impact today as well as the many ways you can leave a lasting legacy tomorrow. All are welcome.

We are delighted to also be welcoming a donor whose family has been through the planned giving process to share their personal perspective.

This will be a 45-minute panel followed by a 15-minute Q&A. Advanced registration NOT required. Questions? Email development@mchpp.org.

Experts

Sophie Halpin, CFP, Financial Advisor, Back Cove Financial

Lauren Weliver, Esq., Estate Planning Attorney, Murray Plumb & Murray

Moderator

Hannah Chatalbash, Executive Director, MCHPP