In the December edition of Birchwood News, an invitation to join us for an open house on Thursday, January 25th. Also, we know estate planning can often be an uncomfortable discussion for many. Advisor Kay Kramer discusses the topic to help provide clarity to help you feel prepared for your first visit with an attorney. Last, see what the team has been up to in our After Hours/Staying Sharp section.
Please join us on Wednesday, May 10 from 5 to 6:30pm for a discussion led by local philanthropic advisor Robyn Schein about creating and honing gift strategies that work for you. We will explore how to align core values with charitable giving and share ideas and creative approaches for meaningful and effective philanthropy.
We hope you enjoy our most recent newsletter. In our fall issue, we explore the Achieving a Better Life Experience (ABLE) Act, how your Birchwood Team is working to meet cybersecurity challenges as well as an update on how our staff are staying sharp and staying busy after hours.
We hope to see you in November, to help pack hygiene kits and hear from a representative from House of Charity.
Your Birchwood Team
Slogging through mud and plunging into ice cold water. Those are things I’ve done for charity. I support others who also love a challenge. I’m the person my family and friends know to hit up when they are climbing dozens of stairs for the Leukemia Foundation or walking 60 miles for breast cancer. I give because I want to make a difference in people’s lives and frankly, I like the warm feeling it gives me. I recently completed the designation as Chartered Advisor in Philanthropy® because I want to help others make an impact and feel the joy of giving as well.By Bridget Handke, CFP® CAP®