Planned Giving Webinar

Join us on Feb 29, 2024, from 7-8 pm for a webinar exploring planned giving and financial planning options.

Featuring special guests Joni Alt and Bettina Lawton.

To find out more about our planned giving options, click HERE.

For information on other ways to donate, click HERE.

Featured Speakers

Joni R. Alt, CFP®, EA

Senior Wealth Advisor, Evermay Wealth Management, LLC
Registered investment adviser

Mission: As a Senior Wealth Advisor at Evermay, my mission is to empower clients with the knowledge and resources they need to make informed financial decisions and achieve their unique long-term goals.

Bettina M. Lawton

Founder and Managing Attorney for Lawton Legacy Planning, PLLC

Mission: My mission is to understand my client’s values and goals in passing on their assets and to design an estate plan that reflects what they want.