The Power of Partnership: Integrating Financial, Tax, Legal and Charitable Planning

The Power of Partnership: Integrating Financial, Tax, Legal and Charitable Planning

NOVEMBER 17TH, 9:00-10:30 A.M.

Elley-Long Music Center, 223 Ethan Allen Ave, Colchester

$25, Register at New England Society of CPAs

When financial planners, CPAs, and attorneys work together, they can help clients make more informed decisions about their financial and charitable goals. Join us for a conversation featuring practical strategies and real-world examples of how collaboration can help advisors:

• Uncover charitable giving opportunities
• Overcome common obstacles to giving
• Help clients give more effectively and tax efficiently
• Strengthen professional relationships and better serve client

Together, we can help build a stronger culture of philanthropy in Vermont.

PANELISTS:

Becky Walsh - Founder, Oak Maple Finance

Lisa M. Campion, Esq. - Founder and Partner, LMC Law

Ryan Black-Deegan, CPA - Partner, Davis & Hodgdon CPAs

Emilye Pelow Corbett - Planned Giving Program Director, Vermont Community Foundation