Honoring Family and History Through Philanthropy
In the Cade case study, we meet a philanthropic African American family approaching retirement with deep connections to their heritage and church. Peter and Charlotte Cade support their aging parents and a teenage grandson while navigating the effects of systemic racism in their histories and daily lives. In our breakout session, participants will work in small groups to discuss philanthropic, estate, and financial planning opportunities for the family.
Dien Yuen | The American College of Financial Services
Tuesday, May 2 | 2:45pm-3:45pm
Gooch A
