Align Your Legacy With Your Values: Lunch & Learn Webinar
At Zoom
A legacy isn’t something you leave behind—it’s something you live. Learn how to align your money with your values today, while creating a roadmap for your family’s future. Join us for a free and informative Zoom webinar designed to help families navigate the complexities of financial and estate planning and presented by the Museum’s Planned Giving Advisory Council.
This free session will feature Salvatore “Tory” Milazzo, Farmers & Merchants Trust Company (FMTC) Senior Vice President, Regional Trust and Investment Manager, and Chair of the Museum Board, alongside Christine Walker-Bowman, Executive Vice President and Chief Operating Officer at FMTC. Christine and Tory work with families to connect their financial decisions with the values they want to pass down—through intentional planning, not just estate documents.
For more information, contact Philanthropy Officer of Legacy Giving Andrea McFarling at amcfarling@sbnature2.org or 805-682-4711 ext. 179.
