Marathon Financial Advisors cordially invites our clients to a special presentation demonstrating how to write your personal history and leave a local legacy. This free, 2 hour seminar, presented in collaboration with the Central New York Community Foundation, will take place on Tuesday, September 24 at 10 am at the Community Foundation office, 204 Walton Street, Syracuse.
Led by Tom Griffith and Jennifer Owens of the Community Foundation, “Leaving A Legacy That Matters” focuses on the benefits of personal history writing. “We’ve presented this seminar many times over the past few years,” said Griffith, Director of Planned Giving and Legacy, “and its popularity has grown as people begin to understand the value of sharing their life story for their family and others in the community.”
Marathon Financial Advisor president MaryAnn Pierce reached out to the Community Foundation for their expertise in creating this event, the third of five Marathon is offering in 2018. “Our clients tell us they appreciate these group learning opportunities. We know the topic of gifting and legacy can be confusing, so this presentation takes a bit of the fear and misunderstanding out of planning for that part of life.”
The Community Foundation describes the gifting and legacy seminar this way:
“Sharing the experiences that have shaped you and the values that you hold dear can benefit your community and your family. Even if you don’t share them with others during your lifetime, it can be beneficial to you to reflect on those experiences through writing or audio recording. Meaningful short stories and vignettes can be crafted in just a few minutes a day, but the memories and life lessons that will be preserved can last through generations.”
Griffith has worked for the Community Foundation since 2012, and is responsible for broadening the Community Foundation’s professional advisor network as well as developing the Community Foundation’s gift planning and charitable bequest program. Owens is Senior Vice President and Chief Development Officer at the Community Foundation, and is responsible for creating and implementing custom charitable giving plans for individuals, families and companies, with an emphasis on legacy planning.
Interested in attending the Gift and Legacy Planning event? Contact Chris Doak at Chris@marathonadv.com or call 315.446.5797 Attendance is limited and RSVP is required.