Throughout the year, the Foundation hosts a variety of events including resources, updates, and topics that are geared to be useful to you as you serve your clients. Nancy Brown, CFRE, President/CEO is available to consult or work with you on estate and gift planning.
Professional Advisor Event: Get to Know Your Community Foundation!
Thank you for joining us on Tuesday, May 2 for our first professional advisor networking event of the year! We provided resources and covered topics such as “what is a community foundation?”, Estate Planning, major assets, and types of funds.
River City Grill
1025 US-61 E, Winona, MN 55987
Estate Planning in a Nutshell: Webinar
Did you miss it? Don’t worry – we recorded it for you! Nancy Brown, president/CEO of the Winona Community Foundation will help your clients define what makes up their estate, how those assets pass to heirs, and what are some tools to consider when completing their plan.