Most Recent Webinar
The Wheelhouse: Making an Impact with Legacy and Planned Giving
Peter A. Leifer
Julie M. Cho
What would you want your legacy to be?
Join us to hear from our expert panel about creative ways make a worldwide, positive impact through legacy giving and planned giving. Learn more about what these types of gifts are, how to make them, and how to use creative strategies to maximize their impact in light of the latest tax environment.
Peter A. Liefer, CAP | President/Owner | ValuesQuest, Inc.
Peter is an Accredited Investment Fiduciary® and Chartered Advisor in Philanthropy® who is passionate about mentoring young adults on how to leverage their talents in making a contribution to their community and the world. He particularly enjoys working with multi-generational families to create an investment strategy and guide philanthropic values that can be passed on to future generations.
Julie M. Cho | Principal Attorney, Estate Planning & Business Transactions | CHO LAW FIRM
Julie is the principal attorney of Cho Law Firm, with over 23 years of legal experience in matters involving estate planning, wills and trusts, and business planning. She is passionate about providing educational seminars and consultations within her community regarding trusts, probate avoidance, and succession planning, and is involved with several philanthropic organizations in Orange County.
Doug Hyepock, ChFC, CFP® | Managing Partner, Financial Adviser | J. Derek Lewis & Associates, Inc.
Doug has extensive experience in charitable gifting, financial advising, and investment planning. He has earned the professional designations of Certified Financial Planner, Certified Specialist in Planned Giving, and Chartered Financial Consultant.
Watch the recorded presentations below: