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September 2022 Webinar
September 1 @ 11:30 am - 12:30 pm
Becoming Intentional with Your Philanthropy
Lisa Kopis, MBA, CDFA®
Vice President | PWM Private Wealth Advisor
U.S. Bank Private Wealth Management
A conversation about the philanthropic experience. Learn how to create more meaningful experiences through giving by better aligning your giving with your values and personal goals. We’ll discuss the importance of year-round giving, and six strategies for maximizing your charitable tax deductions
More about Lisa:
As a Private Wealth Advisor, Lisa is responsible for providing comprehensive wealth management strategies tailored to her clients’ specific needs. These strategies encompass Investment Management, Private Banking, Trust and Estate Services, and Wealth Planning. Lisa takes the time to understand her clients’ unique needs, and she directs teams of specialists —often working closely with other client advisors, such as attorneys and accountants — to provide services that help clients work toward their goals.
Please register HERE to receive the zoom link