By: Bonnie Polak, VP of Philanthropy and Community Engagement

You’re invited to enjoy the aroma of freshly brewed coffee, breakfast delicacies and the warmth of camaraderie filling the room at a Brunch & Learn event featuring Mark Loeber, Founder and CEO to The Advancement Group. On Tuesday, February 25 at 10:30 a.m., Trinity Woods is providing the opportunity to gain valuable insights into financial stewardship, charitable giving, and legacy planning.

“This event will be an educational session perfect for anyone wanting to gain information on the ever-changing tax laws and charitable giving,” said Garrett Lee, Trinity Woods, CEO.

Mark Loeber, known for his expertise in charitable planning and wealth management, will share actionable advice on:

Charitable Giving: Simplifying philanthropy through donor-advised funds and tax-efficient strategies.
Legacy Planning: Aligning financial goals with personal values to benefit loved ones and causes that matter.
Navigating Market Trends: Tips for managing investments in a fluctuating economy.

Loeber’s approachable style makes complex financial topics easy to understand, inspiring attendees to rethink their financial strategies. A lively Q&A will follow, offering personalized advice and deeper insights.

This Brunch & Learn is part of an ongoing effort to empower people with knowledge and tools for meaningful financial planning. With its blend of great food and valuable insights, the event will leave attendees inspired and equipped to create legacies that matter.

For more information or to RSVP, contact Bonnie Polak, VP of Philanthropy and Community
Engagement at 918.346.6639.

Trinity Woods partners with The Advancement Group to help our patrons and their families navigate financial stewardship, donor-advised funds, and estate planning. With a focus on philanthropy and legacy building, the firm empowers clients to make a lasting difference.