Watch for the new date.
Explore high-level personal topics like Impactful Giving, Charitable Contributions, and ESG investments in a casual, informative panel discussion facilitated by Lisa Ross.
Deb is a champion of best practices in philanthropy. She helps families consider their “WHY,” through thoughtfully structured, strategic, and impactful giving and other activities that are aligned with their personal values. She serves as Moneta’s Chief Philanthropy Officer.
Kristi serves as a trusted partner helping to empower families’ to navigate life’s path and protect what they cherish through authentic connection and conversation. She serves as a Senior Advisor at Moneta.
What to expect:
- Engage in a relaxed Q&A panel
- Insights into how you may choose to make community-driven impact
- Light Brunch and Coffee
- A chance to submit your questions ahead of time on topics like:
- Gifting & Purposeful Living
- Tax Planning with Charitable Contributions
- Strategies for Impact Investing
Sign up here: 