We will work with you to ensure that your clients’ gift grows with our endowment and that their legacy and interests will be honored today, tomorrow and forever.
We work with an outstanding network of professional advisors, providing timely information and events throughout the year.
Past Events for Professional Advisors:
Karen Bellamy, an independent insurance agent, is creating her own legacy by supporting entrepreneur and job training programs.
Sept. 4, 2019: Join us for a special program on the benefits and challenges of the 2018 tax law changes.
Thanks to all who joined us at the June 6th Professional Advisors Networking and BBQ Event at The Stack New Haven