Community Engagement Virtual Event
September 22, 2020 | 5:30 PM - 7:00 PM ET
Members of the estate planning community are united by professional expertise and commitment to client service. The primary goal of the Boston Estate Planning Council (BEPC)’s Community Engagement Committee is
to encourage BEPC members to further unite by aligning that expertise with a commitment to give back to the local community at-large, by (1) supporting nonprofits that work in the areas of education, college access, financial literacy, entrepreneurship,
and workforce development, and (2) working with clients to enhance their strategic charitable giving within their estate plan.
Join us for an opportunity to connect with our current Nonprofit Partners, Compass Working Capital
, Raising a Reader MA
, and Resilient Coders
. This panel conversation will focus on impactful engagement, giving strategies, and ways that advisors and clients can support organizations. Our partners will share the successes and challenges they are facing, especially during
the current environment.
Hear from the following panelists:
- Katee Duffy, Director of Programs, Raising A Reader MA
- Rougui Diallo, Chief of Staff, Resilient Coders
- Caroline Samudio-Ortega, Director of Advancement, Compass Working Capital
5:30 PM - 5:45 PM - Welcome & Opening Remarks
5:45 PM - 6:45 PM - Panel Discussion
6:45 PM - 7:00 PM - Q&A from Audience
Registrants will receive a link to the live event 24 hours in advance.
BEPC members are welcome to make a charitable donation in support of our Nonprofit Partners, Compass Working Capital,
Raising a Reader, and Resilient Coders. All donations can be made via the organizations individual donation pages. Thank you!
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