Conversation & Coffee - Wednesday, September 18, 2024
Where the Action is: Wills, Bequests, and Beneficiary Designations
September 18th, 2024, 7:30 am - 9:00 am
Greater Cincinnati Foundation Directions
Register by September 17th, 2024
FREE
TOPIC: Where the Action is: Wills, Bequests, and Beneficiary Designations
PRESENTER: Michael Walczak, NEO Planned Giving Advisors
Michael Walczak is the former director of trusts and estates for Baldwin Wallace University, providing advice and counsel to donors and estate planning professionals. Prior to his tenure at Baldwin Wallace, he was a trust officer with National City Bank (now PNC Bank). He holds degrees from Albion College (MI), Cleveland State University and Cleveland-Marshall College of Law. He is currently a principal with NEO Planned Giving Consultants.
WHAT: Conversation & Coffee
WHEN: Wednesday, September 18, 2024
TIME: 7:30 AM Coffee & Conversation; 8:00 AM Presentation, followed by Q&A
LOCATION: Greater Cincinnati Foundation, 720 E. Pete Rose Way, Suite 120, Cincinnati, OH 45202
WHO: GCPGC members and guests
Cost: Free for all attendees, thanks to our sponsor, The Fifth Third Foundation.
Bring a colleague or board member to learn what the GCPGC is about…
If you do not receive an email confirmation of RSVP, please call 513-554-3071 to confirm your RSVP and report that the automatic response mechanism did not work for your e-mail.
Members of the 2024 Conversation & Coffee Committee are Amy Cheney of Crayons to Computers, Jeff Lydenberg of PG Calc and Conrad Thiede of Cincinnati Public Radio. For more information on upcoming Conversations and Coffee programs, please visit the Greater Cincinnati Planned Giving Council website at http://www.gcpgc.org.
MARK YOUR CALENDAR: Conversation and Coffee is hosted, typically, the 3rd Wednesday of each month.