In This Issue: Financial Insights for Stewardship and Charitable Giving!
Trinity Woods is hosting a Brunch and Learn for residents, families and stakeholders. 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. 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 eff ort 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.
February STARS Employees of the Month announced – Rayo!
February Wellness Events
This month Trinity Woods’ Chaplain Tisdale reminds us of the importance of celebrations. Wellness Nurse, Lupina Fry talks about establishing social connections for healthy aging. February wouldn’t be complete without the annual Valentine’s Celebration Event for the whole Trinity Woods community. This month will feature performances by the Escher Quartet, Joey and the Jazz Guys, and Tulsa Youth Symphony. And back by popular demand – TW Hobby Fair! An evening of mocktails and hobbies to marvel at creations and pastimes of your neighbors.
New Neighbors
Meet Diana, Bob and Jeanne, and Helen!