Pentera Webinar - Values-Driven Donor Engagement and Planning Considerations in 2023
A panel moderated by Donald Kent with panelists Emily Neubert, CFP®, and Jennifer Ostberg, CFP®
Webinar Description:
In this two-part webinar hosted by Bernstein's Don Kent, Emily Neubert, CFP®, and Jennifer Ostberg, CFP®, will share ways to bring families together around charitable giving and highly effective giving strategies well suited to meet the challenges of today's economy.
Benefits of this session:
- Gain a framework to help families establish a tradition of giving, aligning loved ones around core values, fostering financial education, and transmitting altruistism to future generations.
- Learn about how the charitable remainder trust is well suited to withstand current economic pressures while providing meaningful impact and benefits to donors and recipients.
Pricing:
*Free—Pentera is here for everyone as a resource in these difficult times; and in support of our planned giving community, we will continue to offer our Webinars as a free service during this crisis.
About the Presenters:
Donald Kent
Principal and Financial Advisor
For 33 years, I have been working with ultra-high-net-worth individuals and their advisors. Initially, I focused on charitable gift planning, helping philanthropists understand and take advantage of the many strategies that are available to leverage one’s generosity in the most tax-efficient ways. Since joining Bernstein in 2000, I focus on my clients’ overall financial goals and concerns. Together we develop comprehensive plans to manage their wealth, wisely deploy it, and determine its ultimate disposition and impact.
Emily R. Neubert, CFP®
Director of Family Governance—Wealth Strategies Group
Emily Neubert is the director of family governance within the Wealth Strategies Group. Emily works closely with high-net-worth families, family offices, foundations and endowments, and their professional advisors on a variety of complex investment planning issues, including pre-transaction planning, multigenerational wealth transfer, and philanthropy. Emily is also a member of the Family Engagement team, which helps families explore the transfer of wealth-related values and knowledge. Her primary responsibility is leading Bernstein’s Family Governance efforts and authoring Bernstein’s research on Family Governance. She joined Bernstein in 2012 as a private client associate in the firm’s Los Angeles office. In 2015 she joined the Wealth Strategies Group. Later in 2015 Emily relocated to the Denver office. Prior to joining the firm, she spent seven years in the financial services industry at JPMorgan Securities and also at UBS. Emily earned her BS in economics from Pennsylvania State University. She is a CERTIFIED FINANCIAL PLANNER™ professional, holds certificates from the Family Firm Institute (FFI) in Family Business Advising (CFBA) and Family Wealth Advising (CFWA), and is a 21/64 certified advisor.
Jennifer Ostberg CFP®
Director of Personal Philanthropy
Throughout my 13 years at Bernstein, I have been working with high-net worth individuals and families and their trusted advisors. I help lead the Bernstein Philanthropy Institute and am responsible for providing investment advice and solutions to philanthropic individuals and next-generation wealth owners. I am also a member of the Family Engagement Services team, which helps families explore the transfer of wealth-related values and knowledge. I am a CFP® and a 21/64 certified advisor.