๐Ÿฝ๏ธ ๐Ÿ‘จโ€๐Ÿซ Lunch & Learn: Smart Giving for a Lasting Legacy

Thu Jan 15 2026 at 11:30 am to 01:00 pm UTC-05:00

4385 Lower Roswell Rd., Marietta, GA, United States, Georgia 30068 | Roswell

Mt. Bethel Church
Publisher/HostMt. Bethel Church
\ud83c\udf7d\ufe0f \ud83d\udc68\u200d\ud83c\udfeb  Lunch & Learn: Smart Giving for a Lasting Legacy
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๐Ÿ—“๏ธ January 15, 2026
โŒš๏ธ 11:30am-1pm
๐Ÿ’ฒ Free (unless you purchase a pre-packaged lunch for $6)
๐Ÿ“ Mt. Bethel Church, Marietta, GA
Presented by Mike DeWitt, a Partner and Wealth Advisor in the Atlanta office of Corient Wealth Management. The presentation will include:
Reasons for giving, and specifically why Christians give
Smart ways to give of our treasures, including:
-Donating appreciated stock and other non-cash gifts
-Donor Advised Funds
-Qualified Charitable Distributions from IRA accounts
-Legacy Giving Options using Trusts and Wills
A brief overview of BackPack Blessings, a Mt. Bethel Church-sponsored non-profit
๐ŸŽคAbout the Speaker:
Mike DeWitt specializes in working with business owners, helping them think strategically about their business and personal wealth planning throughout the various phases of their businessโ€™s lifecycle. Previously, he served at legacy firm Brightworth and was a member of the firmโ€™s Business Owner Services team. He has more than 25 years of experience managing investment portfolios and is a member of the firmโ€™s Investment Committee. Mike holds the CFAยฎ (Chartered Financial Analystยฎ) and CExP (Certified Exit Planner) designations. He received his Bachelor of Science in Finance from Auburn University.
๐Ÿฝ๏ธ Lunch Details:
Feel free to bring your own lunch, or for added convenience, pre-purchase a boxed lunch for just $6 upon registration. Choose between a delightful Fuji Apple Chicken Salad or a classic Chicken Salad on Croissant. You will be able to make your selection at the time of registration.
๐Ÿ“ Registration Details: Space is limited, and registration is required. Ensure your spot by registering now at https://mb.church/Jan26LNL
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Event Venue & Nearby Stays

4385 Lower Roswell Rd., Marietta, GA, United States, Georgia 30068, 4385 Lower Roswell Rd SE, Marietta, GA 30068-4163, United States, Roswell

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