About this Event
Create a Lasting Impact!
Creating a Legacy: Tax Efficient Giving & Estate Planning.
Hosted by Fortified Financial Group & The Macomb Family YMCA
Join us for an inspiring evening of conversation, community, and charitable strategy!
Whether you're passionate about supporting local causes, planning your legacy, or simply curious about how generosity can be woven into your financial future—this event is for you.
Together with The Fortified Financial Group of Thrivent, we’ll explore how planned giving can create lasting impact, unlock tax advantages, and reflect your deepest values. You’ll hear real-life stories, learn practical strategies, and discover how tools like donor-advised funds, IRA rollovers, and charitable trusts can help you give more effectively.
Why Attend?
- Learn how to align your giving with your financial goals
- Discover tax-smart strategies to maximize impact
- Connect with others who care about making a difference
- Enjoy great food, drinks, and meaningful conversation
✨ Putting Generosity Into Action: YMCA Healthy Kids Day✨
In the spirit of generosity, we’re partnering with the YMCA of Metropolitan Detroit to support Healthy Kids Day®. During the workshop, attendees will have the opportunity to take part in a simple, hands‑on activity—such as assembling grab‑and‑go bags for local kids—that supports the YMCA’s mission of encouraging healthy habits for children and families in our community.
RSVP Today
Space is limited, and we’d love to have you with us.
🍽️ Food & Drinks Provided
Event Venue & Nearby Stays
O’Halloran’s Public House and Hall, 112 Macomb Place, Mount Clemens, United States
USD 0.00
