UpcomingLunch and Learn

Arlene Cogen, CFP
Speaker and Best Selling Author

Focus Your 20/20 Vision

“Give to Live – Charitable and Generational Planning”

Arlene provides Advisors a fresh prospective on charitable giving that benefits your clients, community and your bottom line.  Arlene’s Give to Live teaches you how to bridge the relationships with your clients and their heirs now, so that you retain 90% of the asset, have happier clients, and help the community.

Arlene Cogen is a speaker, and bestselling author of GIVE TO LIVE. She is a Certified Financial Planner who began her career on Wall Street. She spent over 20 years in the Trust and Investment world.

Desiring change and wanting to lead by example for her two daughters, Arlene acquired nonprofit expertise guiding the ninth largest community foundation for almost a decade. Arlene wants everyone to experience the joy of giving. Her passion is teaching Advisors how to engage the next generation and build deeper relationship with clients, and their heirs, through charitable giving.

Arlene serves on the Board of the Estate Planning council of Portland, and the Oregon Chapter of the National Speakers association. She is an active member in WIFS, The Financial Planning Association, and The Northwest Planned Giving Round-table.

Autographed copies of Give to Live will be available to purchase at the event for $15.00.  Bulk purchase options are available.  If you wish to purchase in advance of the event, you can purchase on Amazon at https://amzn.to/2SXgv2W

Event Sponsor(s) are Fairway Mortgage

  • April 16, 2020
    11:30 am - 1:30 pm
Details Price Qty
Member Ticket $30.00 (USD)  
Guest Ticket $45.00 (USD)  


111 SW 5th Ave, Portland, Oregon, 97204, United States

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