Join us for a lively happy hour and expert panel discussion on “Maximizing Your Wealth through Charitable Giving” - whether you’re juggling a young family, preparing for retirement, or somewhere in between.
Date: Thursday, November 14, 2024
Time: 5:00-7:00 pm
5:00-5:45 - Registration & Happy Hour
5:45 - 6:00 PM - Whiskey Tasting
6:00-6:30 - Wealth Presentation
6:30 - 6:45 PM - Whiskey Tasting
Location: White Bear Yacht Club | Commodore’s Room | 56 Dellwood Ave |Dellwood, MN
Tickets: $50 per person, includes whiskey/bourbon tasting and hearty hors d’oeuvres.
Cash bar available. Non-alcoholic beverages free of charge.
Purchase tickets by Nov 6, 2024
Enjoy a curated selection of fine whiskeys and bourbons while learning from industry experts. Our panel will share strategies and stories on how to make a meaningful impact with your generosity - and build wealth in the process.
Panelists include:
Jay Breidinger - CPA; Partner - Thorsen, Breidinger & Novak, P.A.; Past Treasurer, MAEF Board of Trustees
Mike Dolezal – CFP, CEPA; Managing Partner, North Point Advisor Group; Past Treasurer, MAEF Board of Trustees
Jim Hansen – Past President, MAEF Board of Trustees, established Hansen Inspired Teacher Fund
Amanda Kruse, JD, MBA; Associate, Lathrop GPM
Moderator - Barbara White, President, MAEF Board of Trustees
Whiskey and bourbon tasting hosted by the White Bear Yacht Club.
*One lucky guest will go home with a Klaris Clear Ice Maker - craft ice-making technology that produces 2-inch by 2-inch crystal clear ice cubes, valued at $549.00