CEW+ Financial Wellness: Estate Planning And Giving – Establishing Goals | Sponsored by Fidelity

Date

Thursday, June 10, 2021

Time

11:00am - 12:00pm

Location

Virtual

Description

Join CEW+ Director Tiffany Marra for our next Financial Wellness event Sponsored by Fidelity. Do you have questions about estate planning, wealth transfer, and strategic charitable giving? The next workshop in the CEW+ Financial Wellness Series highlights strategies and tips to set and reach your goals. Join CEW+ Director Tiffany Marra in conversation with special guest Pamela Lipnicky, Virtual Education Consultant for Fidelity Investments, as well as Michael Welton, Fidelity Retirement Planner, and Ciara C. Merriman, CEW+ Leadership Council Member, U-M Alumna, and Fidelity Retirement Planner.

This workshop is designed to help you:

  • Understand the basics of estate planning strategies and why having an estate plan is important.
  • Learn about how to plan for strategic charitable giving.
  • Discuss and answer questions you may have regarding wealth transfer strategies.
  • Understand how Fidelity can help put your strategy in motion.

 

Pamela Lipnicky is a Virtual Education Consultant for Fidelity Investments. Pam promotes financial wellness for the employees of Fidelity’s Corporate and Tax-Exempt clients through online educational events. Pam joined Fidelity in 2009. She has been a Virtual Education Consultant since 2018. Prior to her current role, Pam was a Regional Consultant and conducted one-on-one retirement planning conversations and onsite group meetings. Pam holds a Bachelor of Business Administration in Finance from Monmouth University. She is a registered securities representative and a licensed insurance representative. Pam is also a CERTIFIED FINANCIAL PLANNERTM professional.

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