When: Wednesday, August 27, 2025, 11:00 AM ET
According to industry data, most high-net-worth individuals and families are engaging in various forms of charitable giving driven by their personal values, legacy planning and tax incentives.
In our next wealth management webinar, Schneider Downs Wealth Management will discuss and illustrate how we work with our clients to maximize their philanthropic intentions.
Presenters:
- David Brinkman, CPA, CFA, CFP®, Partner & Senior Wealth Manager, Schneider Downs Wealth Management Advisors
- Maggie Gompers-Havelka, JD, MBA, Shareholder, Estate and Trust Advisory Services, Schneider Downs
- James Moyer, CFP®, MBA, Senior Wealth Manager, Schneider Downs Wealth Management Advisors
Please note that CPE is not being offered for this event.
For more information on this event or if you have trouble with registration, contact Lindsay Sherrill.
About Schneider Downs Wealth Management
Schneider Downs Wealth Management has been providing investment and retirement services since 2000. Although our service platforms continue to evolve, our commitment to our clients remains our first priority. Our service is tailored to your individualized goals but built on the fundamental principles of our practice: fiduciary guidance, fee transparency and goal-based decision making. To learn more, visit our dedicated Wealth Management page.
Schneider Downs Wealth Management Advisors, LP (SDWMA) is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). SDWMA provides fee-based investment management services and financial planning services, along with fee-based retirement advisory and consulting services. Material discussed is meant for informational purposes only, and it is not to be construed as investment, tax or legal advice. Please note that individual situations can vary. Therefore, this information should be relied upon when coordinated with individual professional advice. Registration with the SEC does not imply any level of skill or training.
