Planning for Now, Your Future, and Your Legacy

Thursday, April 3, 2025 at 7:00 PM until 8:00 PMEastern Daylight Time UTC -04:00

Because Every Gopher Needs a Plan: Financial Planning Virtual Event with Jeremy Kraut-Ordover '01. Join Jeremy, a financial advisor for Strategy Financial Group, to learn important financial planning for now, for your future, and for your legacy.

This presentation will highlight strategies that utilize a variety of tax-advantageous techniques that can increase your family’s security both now and in the future. This informative event will guide you through the essentials of planned giving and estate planning, offering practical advice on how to secure your legacy and support the causes you care about most. Whether you're new to financial planning or looking to refine your strategy, this session will provide valuable insights to ensure your impact endures for generations to come. Zoom link to be provided before the event to registered guests.

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