Webinars

Financial Health and Wellness Webinar, Part 3

On Tuesday, February 8, 2022, Barnard's Francine A. LeFrak Foundation Center for Well-Being and the Athena Society presented a conversation between financial advisors Jo Ann Engelhardt ’75 and Lois Tilton ’81 about easy steps that you can take now to secure your future. Topics included a variety of considerations and methods for financial, estate, and charitable planning.

A recording of the webinar may be found here:

 

Financial Health and Wellness Webinar, Part 2

In the second segment of our Financial Health & Wellness program on June 16, 2021, Lynn Najman '72 and Michelle Huhnke '89 spoke about the effects of potential tax law changes, strategies for smart philanthropy, and the use of different kinds of trusts.

A recording of the webinar may be found here:

 

Financial Health and Wellness Webinar

The Athena Society is pleased to present a conversation with Lynn Najman '72 and Michelle Huhnke '89 about strategic ways to build a stronger financial foundation for yourself, your family, and your community, held on December 8, 2020. The webinar featured discussions on retirement planning, estate planning, and charitable giving.

A recording of the webinar may be found here:


Please find Lynn and Michelle's contact information below:

Lynn Najman, CFP®
Eagle Ridge Investment Management
L.Najman@Eagleridgeinvestment.com

Michelle M. Huhnke, Esq.
Sugar, Felsenthal, Grais & Helsinger, LLP
mhuhnke@sfgh.com

If you have any questions about making a gift to Barnard, please contact the Planned Giving team at plannedgiving@barnard.edu.

Information about calendar year 2020 tax laws may not apply to calendar year 2021 and beyond

Disclaimer: These programs are meant to provide general information. Please consult with your advisors about your own situation.