Planned Giving Workshop: What legacy will you pass to future generations?

Fri 02/28/2020

12:00 pm

Location
Mahonia Building Community Room, 2nd Floor

Categories

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 Planned Giving Workshop

Are you curious about how you can make a difference for future generations? This workshop will cover ways you can help ensure the work you care about will continue for years to come. Michael Kelly of Empirical Wealth Management will lead the workshop and be available for questions.

A light lunch will be provided and McKenzie River Trust staff will be available to discuss our Confluence Legacy Club program. If you plan on including McKenzie River Trust in your estate plan, the Confluence Legacy Club is our way of recognizing and thanking you for your support of our mission.

Your planned gift of any size is greatly appreciated. Your contribution will ensure that special lands can continue to be protected for the future. To learn more about our Confluence Legacy Club, visit this page:  https://www.mckenzieriver.org/support-us/planned-giving/

About Michael Kelly

 

As the Chief Investment Officer, Michael leads Empirical’s investment committee and is responsible for guiding and monitoring Empirical’s investment strategies. Michael also works directly with clients by building personalized solutions to help them achieve their financial goals. Michael’s career includes serving as an Institutional Portfolio Specialist and as a Senior Equity Research Analyst. He has co-authored a book discussing the details and complexities of investing in Healthcare equities.