The Quad Cities Community Foundation is set to host an insightful panel discussion titled “Women and Wealth – Purposeful Planning for Giving and Legacy” on Tuesday, October 14. The event will be held at their offices located at 852 Middle Road, Suite 100, Bettendorf.
Open to all women interested in aligning their financial objectives with their philanthropic inclinations, this complimentary event features a panel of local experts who will provide practical guidance on intentional financial planning. The experts aim to empower women to create lasting legacies that embody their values.
“Women today are leading in philanthropy, business, and community service, and they are doing it with purpose,” stated Anne Calder, the Community Foundation’s vice president of development, in a recent news release. “This event is designed to empower women to take intentional steps toward financial security and meaningful giving, creating a legacy that reflects their values. We want attendees to leave informed, confident, and inspired to take their next steps.”
Event Highlights
The panel will explore various topics pertinent to women at different stages of their philanthropic journeys. Key areas of focus will include:
- Financial considerations for charitable giving
- Integrating philanthropy into personal financial planning
- Strategies for impactful giving
- Tools to act with clarity and confidence
Whether participants are navigating career transitions, gearing up for retirement, or reflecting on ways to give back, they will leave equipped with valuable insights to lead with purpose, both personally and philanthropically.
Featured Moderators and Panelists
Moderating the discussion will be Laura Scott, a member of the Community Foundation’s board of directors. Panelists will include:
- Tracy Brashears – Director of Wealth Advisement and Fiduciary Services, Senior Vice President at Quad City Bank & Trust
- Laura Genis – Certified Financial Planner, Wealth Management Advisor, and First Vice President at Merrill Lynch
- Diane Puthoff – Attorney at Lane & Waterman
- Aleeza Singh – Senior Financial Advisor and Senior Vice President at The Singh Group at Merrill Lynch
Each panelist brings a wealth of expertise in financial planning, legal aspects, and charitable strategies, specifically tailored to address the unique challenges and opportunities women encounter.
Support and Registration
The event is generously sponsored by the Women’s Mental Health Endowment Supporting Vera French, a fund under the Community Foundation that aims to enhance mental health services for women in the Quad Cities area.
For those interested in attending, more information and registration details for this complimentary event can be found here.
