MPT and Bowie State University are partnering to present a three-part webinar series to help you secure your legacy through financial, estate, and charitable gift planning. Join us on Thursday, December 3 at 6pm for a FREE virtual event as Aquanetta Betts, Philanthropic Advisor, leads us in an engaging discussion on today’s charitable giving opportunities. Learn five important things about Donor-Advised Funds, discover how life income gifts such as Charitable Remainder Trusts and Charitable Gift Annuities can provide benefits to both donors and charities, and explore other giving strategies designed to maximize your impact and legacy. Don’t miss the final installment of a three-part webinar series!
Questions? Reach out to Kalisha Colbert at kcolbert@mpt.org for more information.
Meet Your Presenter
Aquanetta Betts, JD, CAP®, AEP®, CFRE, IPA is a past President of the Chesapeake Planned Giving Council and has held leadership roles with the Baltimore Estate Planning Council, the National Capital Gift Planning Council, the National Bar Association’s Real Property, Trusts, and Estates Section, the International Association of Advisors in Philanthropy, and the National Association of Charitable Gift Planners, where she currently serves on the Advocacy Committee and as an Assistant Editor for The Journal of Charitable Gift Planning.
Betts holds the following designations: Accredited Estate Planner®, Chartered Advisor in Philanthropy®, Certified Fundraising Executive, and Impact Philanthropy Advisor. She earned her Juris Doctor from Nova Southeastern University Shepard Broad College of Law and her Bachelor of Arts in English from Florida International University. She is committed to mentoring the next generation of philanthropic professionals.
Past Webinar Series
Resources
Gift Planning Website: www.mpt.org/legacy
Freewill Website: www.mpt.org/freewill
Other Presenters
Presenter: Greg Corneille, CFP®, ChSNC®, CRPC®
Choice Wealth Management
11555 Medlock Bridge Rd, Ste #100
Johns Creek, GA 30097
Phone: 404-475-2675
Website: https://www.choice-wealth.com/
Email: info@choice-wealth.com
WATCH: Financial Planning: Build Your Future, Secure Your Wealth with Greg Corneille
Presenter: Elsa W. Smith, Esq.
Law Offices of Elsa W. Smith, LLC
Elsa W. Smith
1125 West Street Suite 200
Annapolis, MD 21401
Phone: 410-995-7719
Website: https://www.elsawsmithlaw.com/
Email: info@elsawsmithlaw.com
WATCH: Empower your Legacy: Estate Planning Made Simple featuring Elsa W. Smith.
Presenter: Malika Moore, MSW, LICSW, LCSW-C
Aging & Amazing
Malika Moore
Washington, DC
Phone: 844-932-6293
Website: https://www.agingamazing.com/
Email: info@agingamazing.com
WATCH: Estate Planning Considerations as You Age: Building a Secure Future Together - featuring Malika Moore & Shari Fleming.
Presenter: Shari Fleming Esq., AEP®, CAP®
The Law Office of Shari Fleming
Shari Fleming
10821 Red Run Blvd. Suite 1611
Owings Mills, MD 21117
Phone: (410) 316-6800
Website: www.ShariFleming.com
Email: Admin@ShariFleming.com
Presenter: JoRhea Wright, Esq.
Armistead, Lee, Rust & Wright, Attorneys at Law
JoRhea Nagel Wright
114 Bay Street, Building C
Easton, Maryland 21601
Phone: (410) 822-4777 Fax: (410) 822-4787
Website: www.alrwlaw.com
Email: JORHEA@ALRWLAW.COM