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DTSTART:20211208T220000Z
DTEND:20211209T000000Z
LOCATION:Weber's Inn - 3050 Jackson Avenue Ann Arbor, MI - Zoom Option
UID:2173120211208T220000ZStrategic Philanthropy for Individuals and Families
DTSTAMP:20260403T214726Z
DESCRIPTION:\nSara leads the firm’s family education and philanthropic advisory practices and have spent the past 15 years advising ultra-high-net worth families in the areas of philanthropy, family dynamics, and wealth transfer. Her experience in trust, private banking, wealth management, and philanthropy provide a strong foundation to serve family offices and ultra-high net worth families. Her thought leadership has been featured in the Wall Street Journal, the New York Times, and Kiplinger. \n  \nShe currently serves on the boards of the Colorado Golf Association, National Jewish Health Development Board, and the Advisory Board for Alliance for Choice in Education (ACE). I’m a member of the Family Office Exchange, the Purposeful Planning Institute, Rocky Mountain Estate Planning Council, Women’s Estate Planning Council, and the Colorado Planned Giving Roundtable. \n  \nShe received her B.A. in international studies and my international M.B.A. in finance from the University of Denver where she graduated summa cum laude. She played Division I golf during her tenure at DU, served as team captain, and was recognized an Academic All American by the NCAA. \n  \nShe's a Colorado native and currently reside in east Denver. Outside of work, she spends time with my husband, Dan, chasing around the couple's two biggest accomplishments, their daughter, Meredith, and their son, Luke.
SUMMARY:Strategic Philanthropy for Individuals and Families - Washtenaw Estate Planning Council, Inc. 
PRIORITY:3
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