September Lunch & Learn - Charitable Financial Planning: Boomer Edition

September 10, 2018

Lunch available at 11:30 - Announcements and Program at 11:45

Location:  ATMOS Energy Community Room, 2304 Loop 40, Midland, TX

Nathan Rice, CFRE, who specializes in Charitable Financial Planning, will give a breakdown of recent research and practice specific to the Baby Boomer generation. Can we expect a charitable boom? Absolutely. What does that mean and what might it look like?

Time will be allotted for Q&A

Nathan is Director of Gift Planning for the Texas Tech University System, where he assists donors in achieving their philanthropic goals through gifts from wills, trusts, retirement assets, and other financial and tax planning methods.


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