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Guests are welcome! RSVP to legacy@laphil.org or 213 972 8099

Four Workshops 

JAN 28FEB 11MAR 25APR 28 

WORKSHOP ONE • TUE / JAN 28, 2020

Charitable Planning

Valisa A. Carney, Attorney 
FREEMAN | FREEMAN | SMILEY 

Learn about the financial and philanthropic benefits for individuals, couples, and families alike, of Charitable Trusts and Donor Advised Funds, and how to put your Required Minimum Distributions to work for your favorite charities. 

EMAIL TO REGISTER 

5:30PM Workshop 
6:45PM Reception and performance by LA Phil musicians 
7:30PM Final Remarks 

The Center Club 
650 Town Center Drive Ste 830 
Costa Mesa, CA 92626 

WORKSHOP TWO • TUE / FEB 11, 2020

Legacy and Impact

Diane K. Doolin 
Lisa D. Snyder 
Institute for Preparing Heirs 

Legacy and impact are not optional. If families want to thrive for generations to come, the time to prepare rising generations is now. Learn what you can do to navigate challenges for what lies ahead as wealth transitions to children and grandchildren. Also, gain a better understanding of how charitable giving can help you build a culture of gratitude in your family. 

EMAIL TO REGISTER 

5:30PM Workshop 
6:45PM Reception and performance by LA Phil musicians
7:30PM Final Remarks 

The Valley Hunt Club 
520 S. Orange Grove Blvd.
Pasadena, CA 91105 

 

WORKSHOP THREE • TUE / MAR 25, 2020

A Pathway to Lasting Wealth

Diane K. Doolin 
Lisa D. Snyder 
Institute for Preparing Heirs 

Maintaining wealth can often be more difficult than creating it. Learn how your financial health can be in the best possible shape to ensure a life well lived. Understand what you can do now to successfully transfer wealth to family and charities by going beyond the provisions of your estate planning documents. 

EMAIL TO REGISTER 

5:30PM Workshop
6:45PM Reception and performance by LA Phil musicians
7:30PM Final remarks

Griffin Club Los Angeles 
3084 Motor Ave  
Los Angeles, CA 90064 

 

WORKSHOP FOUR • TUE / APR 28, 2020

Estate Planning for All

Julia Bert, Attorney
Heidi Richert Clerc, Attorney
Burt & Associates

Help identify important legal tools in creating a plan that reflects your own set of financial needs, goals, and aspirations. Focus will be on issues faced by LGBTQ families and individuals.

EMAIL TO REGISTER  

5:30PM Workshop
6:45PM Reception and performance by LA Phil musicians
7:30PM Final remarks

The Springs Club
1 Duke Drive 
Ranch Mirage, CA 92270

 

Explore how you can create a lasting legacy with a gift through your own thoughtful planning. Ensure that the art of music remains available to future generations. Learn how creative and flexible use of your assets can benefit you and your loved ones now and the LA Phil in the future. 

You are encouraged to come to any or all of these seminars. The information and discussions will be useful for families, individuals, and couples without children. As an added treat, members of the Los Angeles Philharmonic will be on hand to perform during the evening and refreshments will be served. 

Futher Information

For further information about the Endowment at the Los Angeles Philharmonic and Hollywood Bowl, or for further information on planned giving, please contact:
 

Susan Erburu Reardon
Director, Gift Planning
213.972.3541
sreardon@laphil.org

Kimberley Valentine
Director, Leadership Gifts
213.972.7270
kvalentine@laphil.org
 

Richard Watkins
Associate Director, Development
213.972.7540
rwatkins@laphil.org

Genevieve Goetz
Manager, Gift Planning
213.972.8099
ggoetz@laphil.org
 

To Make a Gift of Stock

Please download this form and return to us by fax or mail.