ExpiredVIRTUAL Lunch and Learn

Arlene Cogen, CFP
Speaker and Best Selling Author

Focus Your 20/20 Vision

“Philanthropy and Giving during COVID 19”

Everywhere you look there is a need. Healthcare, the Environment, Food Security.

What if you could easily decide where to give? What if you could 20X your charitable giving impact?

YES you can!

Charitable giving is easier and more fulfilling when you know the personal, financial, and spiritual benefits of giving.

The problem is, we don’t know how to give or don’t think we have the ability to give.

Arlene shares her TIME system. Tools, Intention, Meaning, and Engagement. Create your philanthropic plan and walk away with

1) Identify your core values for charitable giving.

2) Learn the personal, financial, and spiritual benefits of giving.

3) Learn how to make a charitable gift you never imagined.

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 of WIFS, The Financial Planning Association, and The Northwest Planned Giving Roundtable.

If you wish to purchase copies of Give to Live in advance of the event, you can purchase on Amazon at https://amzn.to/2SXgv2W

Event Sponsor(s) are Fairway Mortgage

  • May 6, 2020
    12:00 pm - 1:30 pm

Venue:  

Description:

ZOOM invite will be sent to registered Members and Guests.

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