Building a Strong Financial Future

Name: Building a Strong Financial Future
Start: 2025-03-20T09:00:00-05:00
End: 2025-03-20T11:00:00-05:00
Location: The Exchange Venue

Schedule

Thu Mar 20 2025 at 09:00 am to 11:00 am

UTC-05:00

Location

The Exchange Venue | Camdenton, MO

Community Foundation of the Lake has rescheduled our panel discussion "Building a Strong Financial Future" for March 20th from 9:00 - 11:00 AM at The Exchange in Camdenton MO. A light breakfast will be served. Our panel of experts will share valuable insight and tips on legacy giving, donor advised funds, RMDs and more!
Panelist include Trenny Garrett, Executive Vice President Central Trust Company on Legacy Giving, Millie Schuchmann, Philanthropic Services Manager CFO on funds and services offered; Jane Martin, Scott’s Concrete on Donor Advised Funds; Carolyn Davinroy, CFL Advisory Council on using IRA RMD’s for philanthropy and Stacy Pyrtle, CFL president on Generational Wealth Transfer.
A light breakfast will be served.