The Quad Cities Community Foundation will host a Women and Wealth – Purposeful Planning for Giving and Legacy panel conversation on Tuesday, Oct. 14, at its offices at 852 Middle Road, Suite 100, Bettendorf.
The free event will feature a panel of local experts. They will offer guidance on how women can align their values, financial goals, and philanthropic aspirations.
“Women today are leading in philanthropy, business, and community service, and they are doing it with purpose,” Anne Calder, Community Foundation vice president of development, said in a news release.
“This event is designed to empower women to take intentional steps toward financial security and meaningful giving, creating a legacy that reflects their values,” she added. “We want attendees to leave informed, confident, and inspired to take their next steps.”
The event is designed for women at all stages of their philanthropic journey. It will address key financial considerations, and strategies for integrating charitable giving into personal planning. It also will highlight tools to help attendees act with clarity, confidence, and impact.
Whether navigating a career transition, preparing for retirement, or thinking about ways to give back, participants will gain insights to help lead with purpose – personally and philanthropically.
Featured presenters
The panel will be moderated by Laura Scott. She is a member of the Community Foundation’s board of directors.
It will include Tracy Brashears, director of wealth advisement and fiduciary services, senior vice president, Quad City Bank & Trust; Laura Genis, certified financial planner, wealth management advisor and first vice persident, Merrill Lynch; Diane Puthoff, attorney at Lane & Waterman; and Aleeza Singh, senior financial advisor and senior vice president, The Singh Group at Merrill Lynch.
They bring expertise in financial planning, legal considerations, and charitable giving strategies, the foundation release said. They also will bring special focus on the unique needs and opportunities women face.
The event’s presenting sponsor is the Women’s Mental Health Endowment Supporting Vera French. That Community Foundation fund is dedicated to improving mental health services for women in the Quad Cities.
Go here for more information and to register for this free event.
