Brushstrokes of Impact – Preserving Your Legacy and Charitable Vision Through Thoughtful Planning
Wednesday, October 1, 10:30 – 11:30 AM, Bergman Theatre
“Brushstrokes of Impact” invites you to explore how proper estate and charitable planning can preserve your legacy and elevate your philanthropic vision. Join Glen Merritt (Private Wealth Advisor, Raymond James), Leslie Simmons (Attorney, Simmons Law), and Joe Cochran (Private Client Agent, Harry Daniel Insurance) as they demystify estate planning tools, address common planning misconceptions, and share insights on managing non-traditional assets like art to create lasting impact. They will also provide some commentary on the Big Beautiful Bill recently passed into law.
