VALLEY CITY, N.D. (NewsDakota.com) – The Sheyenne Valley Community Foundation invites the community to a Legacy Planning Luncheon on Thursday, November 2nd, at the AmericInn, starting at 12:00 PM.
Executive Director Andrea Nelson said this luncheon offers an insightful experience as attendees hear from a panel of local specialists who will provide valuable insights into a range of legacy planning topics, including Estate Planning, Tax Strategies, Financial Planning, and the pivotal role that SVCF plays in shaping your legacy.
The event also offers a unique opportunity for attendees to network and engage directly with experienced planning professionals. Whether you’re at the beginning of your journey into legacy planning or have specific questions, this luncheon is designed to welcome all. A soup and sandwich lunch will be served, creating an ideal setting for conversation and community building.
“We are excited to bring together individuals interested in learning more about legacy planning, and to
facilitate connections with professionals who can provide guidance on creating a lasting impact,” said
Andrea Nelson, Director of the Sheyenne Valley Community Foundation.
The featured speakers include: Andrea Nelson, Jeff Gunkelman, Attorney, Kennelly Business Law, Tom Glandt, Financial Advisor, Valley Wealth Advisor, and Nikole Nelson, Enrolled Agent, The Tax Team.
The full interview with Andrea Nelson is below.
To RSVP and for more information about this event and the Sheyenne Valley Community Foundation, please visit yoursvcf.org or contact Andrea Nelson 701-490-1596.