A Wealth of Good: Success Stories of Business Owner & Philanthropy

CHATTANOOGA CHAPTER EVENT

A Wealth of Good: Success Stories of Business Owner & Philanthropy


Thoughtful planning can help a philanthropic –minded individuals achieve their charitable objectives while monetizing a business.  But making a difference requires more than just writing a check to your favorite charity. It requires a clarity of purpose and a deliberate plan.

Join Maeghan Jones, Leah McElmoyl and Barry Large to discuss how effective philanthropic planning can give purpose to a family’s legacy and have a significant impact with the local community.

 

Learning Objectives:

  • Identify the benefits and impacts of  giving now vs through bequest
  • Discuss the various charitable giving strategies and vehicles
  • Discover the role of charitable giving in perpetuating family values and creating a family legacy
  • Learn how philanthropy can help engage multiple generations around a shared charitable intent

 

About the Presenters:

Learn from industry experts, Maeghan Jones, JD, Leah McElmoyl, JD, and Barry Large, about success stories of business owners and philanthropy.

 

Thank to our sponsors, this event is free!

This meeting will be held at the Community Foundation of  Greater Chattanooga.

Address: 1400 Williams Street, Chattanooga, TN 37408

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Chattanooga Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPIChattanooga.org

About the Presenters


Maeghan Jones, JD

Maeghan Jones, JD

President of the Community Foundation of Greater Chattanooga

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Leah McElmoyl

Leah McElmoyl

Estate Planning Attorney at Chambliss, Bahner & Stophel

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Barry Large

Barry Large

Co-founder of Lamp Post Group & general partner for Lamp Post Ventures

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Continuing Education


This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CFP® credit

 

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact Josh Koza at JKoza@Exit-Planning-Institute.org.