Power, Purpose & Philanthropy: Charitable Wealth Strategies for Visionary Women & Families

​Charitable giving isn’t just generous — it’s strategic. When aligned with advanced planning tools, philanthropy becomes a powerful vehicle for preserving wealth, reducing tax burdens, and leaving a meaningful legacy.

​This panel includes Lorne Maltenfort (Senior Wealth Strategist with Wells Fargo Wealth & Investment Management) and Heather Fulton (Private Wealth Advisor with Wells Fargo Wealth & Investment Management).

​Expect an empowering conversation designed for high-net-worth families and advisors who want to explore how giving can complement long-term financial and legacy planning. We’ll cover advanced strategies that combine purpose and financial advantage, including:

• ​Roth IRA Conversions for long-term tax efficiency

• ​Conservation Easements and how to transfer legacy properties to heirs

• ​Using charitable trusts to move wealth outside the taxable estate

• ​Donor-Advised Funds vs. Private Foundations — or how to harness both

​Whether you're leading your family’s financial future or advising others on theirs, this session will give you the tools to grow your wealth while staying rooted in your values.

​RSVP ONLY.