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.
Proactive vs. Reactive: What is Your Giving Profile?
You're invited to a complimentary workshop led by local philanthropic advisor Robyn Schein, Director of the Family Philanthropy Resource Center at the Minneapolis Foundation. Robyn will help guests explore how to align core values with charitable giving.
We hope you enjoy our most recent newsletter. Included you will find some tax changes for you to consider before 2016 closes, tips for paying for college and our most recent blogs from our advisors talking about why they love to travel to how they choose their words to live intentionally.
We would like to call your attention to the most recent Market Insight where Steve discusses the perennial debate about whether passive or active investing is the superior methodology. Read here.
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
We hope you enjoy our most recent newsletter. Our team has been busy writing articles/blogs on topics that take a look at a variety of different subjects through the lens of money. Check out our Birchwood Blog Roll below for our most recent blogs.
We hope to see you in August for our annual golf tournament.
Your Birchwood Team