American Heart Association Education Opportunity Will Provide Insight, Tools And Resources To Help Financially Plan A Secure Future

The American Heart Association, celebrating one hundred years of lifesaving service in 2024, invites women of all ages interested in estate planning to join a free webinar on Thursday, June 27 at 12 p.m. (EDT) / 11 a.m. (CDT) / 9 a.m. (PDT). Participants will learn how to establish financial plans now to securely protect themselves, their loved ones and assets when they are no longer able to. According to a McKinsey & Company study, women are poised to control much of the $30 trillion in wealth held by the “baby boomer” generation by the end of the decade.

“Each year, women are gaining more economic power and influence. Women are currently starting more businesses than men, earn as much or more than their husbands in 45% of heterosexual marriages, and own more homes in solo households[1],” said Marsha Jones, American Heart Association volunteer board chair and former executive vice president and chief diversity officer for The PNC Financial Services Group. “We want every woman, everywhere to feel inspired and ready to make financial decisions that protect herself, her loved ones and secure her legacy. We are committed to making our future about this mission. Opportunities like this free webinar will help women make informed decisions.”

The free webinar will be hosted by Duggan Bertsch partner, Mary E. Vandenack and Gift Planning Institute’s tax estate & charitable strategist, Tiffany T. House. It will cover the fundamentals of estate planning with a special focus on the unique issues that women face and provide solutions on how to factor these life circumstances into a plan for the future. Participants will also have an opportunity to ask the experts questions live. Attendees will learn about the basic steps and documents in the estate planning process; the process for vetting and selecting a fiduciary manager who manages money and/or property; specific strategies for leveraging opportunities for tax savings and additional income; as well as how a charitable bequest can leave a meaningful gift to the American Heart Association and other organizations close to the heart.

In its centennial year, the Association is celebrating the improvements in health outcomes, including the reduction in deaths from cardiovascular disease by half, over the past 100 years. In the next century of work the Association remains relentlessly focused on saving and improving lives through groundbreaking research and education. Planned giving can have a remarkable impact on saving lives. For example, more than $3 billion contributed from planned gifts alone means the American Heart Association can sustain its historic ability to serve as the No. 1 non-governmental funder of cardiovascular scientific research, contributing more than $5 billion in research funding since 1949. Specifically, American Heart Association donors who choose to give a legacy gift through charitable estate planning are recognized for their leadership as members of the Paul Dudley White Legacy Society. The group was named in honor of one of the American Heart Association founders who today is widely regarded as the father of preventative cardiology. Dr. White’s vision of a world with better research, treatment and education helped the Association emerge as the world-renowned leader in cardiovascular care. His vision continues to drive the organization’s work into the next century.

Advanced online registration for the webinar is required.

Additional Resources:

• Paul Dudley White Legacy Society
• Free Will and Estate Planning Guide
• Giving through Wills, Trusts and Annuities

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Posted by Liz on Jun 14 2024. Filed under Current Articles, Featured. You can follow any responses to this entry through the RSS 2.0. Both comments and pings are currently closed.