
About this Event
Planned Giving Strategies - Maximizing Gifts for Donors and Non-Profits
Join us for an informative event where we will explore planned giving strategies to help maximize gifts for both donors and non-profits. Learn how to leave a lasting impact and support causes you care about. This in-person event will take place at the Brick and Tile Building. Presented by Nate Lovik CFP®, ChSNC®, Financial Planner for Strategic Asset Management and Co-Founder of the non-profit Simon Says Shoes.
Advisory services offered through Strategic Asset Management, a Registered Investment Advisor. No sales or solicitation will take place.

Event Venue & Nearby Stays
103 E State St, 103 East State Street, Mason City, United States
USD 0.00