Legacy Ministry Lunch and Learn
Thursday, March 12 | 11:30 a.m. – 1 p.m.
Learn from an estate attorney and a wealth management advisor about charitable giving options and tools your supporters can use to make a big impact for your organization. Enjoy a catered lunch and make new connections.
Who should attend: champions at schools, parishes and nonprofits who wish to learn ways to ensure the long-term sustainability of the organization.
You have the unique opportunity to be a champion for your community by attending this event and promoting these relevant ideas like charitable giving, planned giving and legacy ministries to your parish, school or non-profit community.
Registration is required. Reserve your seat here by Monday, March 9.
Meet the Presenters
Samantha Holowka, CFP, CLU, RICP
Wealth Management Advisor, Northwestern Mutual
Samantha Holowka has served in various leadership roles over the last 27 years with Northwestern Mutual and launched her own financial planning advisory practice 13 years ago. She believes the success to solid financial planning is adherence to a process to maximize outcomes while managing risk and growing wealth by investing and aligning assets strategically versus reacting to the latest media headlines or emotions. She, her husband Mark and their two children are active members of St. Peter Chanel Catholic Church, Queen of Angels and Blessed Trinity school communities.
Cherish De la Cruz, Esq.
Partner, Pierson Ferdinand LLP
Cherish De la Cruz helps families and entrepreneurs gain peace of mind by protecting what matters most— their loved ones, legacy and life’s work. With over 20 years of experience, she blends legal expertise with genuine compassion to create clear, customized estate, probate and business plans that turn uncertainty into confidence. Licensed in Georgia and Florida, she serves diverse and international communities and has been recognized by the Georgia Asian Times as one of the Most Influential Asian Americans in Georgia. She is an active member of St. John Neumann Catholic Church.
What is a Legacy Ministry?
Formerly Legacy Ambassadors, the Legacy Ministry is a resource group for those who want to promote planned/legacy giving in their parish, school or non-profit communities. If you are enthusiastic about your organization and desire to promote its long-term health so that it can thrive long into the future, consider starting or joining a Legacy Ministry for your organization.
Click here for accompanying flyer.
Questions?
Visit cfnga.org/events or contact Juliet Greco at 404-497-9440 or jgreco@cfnga.org.