Financial Planning Workshop

Join us for continental breakfast and an informative workshop with professional financial planners Christine and Jason Janes CFP® to explore a practical financial planning checklist, strategies for staying current with ever-changing tax laws, and key estate planning considerations. The session will also cover charitable giving options, including the potential tax advantages of bequests and other planned gifts, and how thoughtful legacy planning can support the people and causes that matter most—including the museum.

The event is FREE to attend. RSVP required.

This is an educational program; no products or services will be sold.