Planned Giving Seminar with Judy Pirkowitsch

About:

Estate planning is about leaving the legacy you want for whomever — or whatever — is important to you.

Designing a legacy consistent with your goals and values is a personal, often complex process.

 But it’s well worth the effort.

During this workshop, you’ll learn tools to help you navigate the important elements of an effective estate strategy:

• Care for the people you love, event after you’re gone
• Leave behind a lasting, meaningful legacy
• Preparing for the unexpected

This event is free, however, registration is required.

About Judy:

Judy Pirkowitsch has been a Financial Advisor in Santa Barbara for 30 years, owning a franchise with Ameriprise Financial, LLC. She holds advanced professional certifications as a Business Financial Advisor, Chartered Retirement Planning Counselor (CRPC) and Certified Divorce Financial Analyst (CDFA). Judy first came to Santa Barbara to complete her B.A. in Mathematics at UCSB. She has been actively involved in the Santa Barbara community for many years, most recently serving as President of the Board of Directors for the Environmental Defense Center; previously acting as President of the following organizations: National Association of Women Business Owners – Santa Barbara chapter (NAWBO – SB), Santa Barbara Special Olympics, Women’s Economic Ventures (WEV).