Family, Finance, and Philanthropy

Alumni Association

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Family, Finance, and Philanthropy Lunch Seminar

"Family, Finance, and Philanthropy" is an interactive presentation on personal estate and retirement planning to provide guidance to meet your financial and charitable giving goals.

Download the presentation here »

Get answers to these important questions, and more:

  1. What are the top estate planning issues to consider for each life stage?
  2. How can I manage taxes during my retirement years?
  3. How can I care for my family, my heirs, and support the causes I care about most?

Presenters:

Joan FlynnJoan Garrity Flynn is a partner at Hemenway & Barnes, focusing her practice in the areas of estate and charitable planning; estate, trust and guardianship administration; and probate court equity matters. Flynn serves as co-chair of the firm’s Nonprofit Group and as trustee for private family trusts and charitable foundations.

Charles PlattCharles Platt is an associate at Hemenway & Barnes, working with individuals and families on their personal planning needs, including estate and charitable planning, as well as probate and trust administration. With an eye toward the efficient transfer and preservation of wealth, Platt focuses on estate, gift, generation-skipping, and income taxes.

 

 

 

2016 Reunion

June 2 - 3

Save the Date

Classes ending in 1 or 6, Thank you to all who attended the 2016 Reunion and Alumni Week. Stay tuned for online event coverage, including photo galleries, videos, and stories in the coming weeks. We look forward to seeing everyone in 2021!