As we kick off Estate Planning Awareness Week, AAUW is proud to present a special virtual session on Planned Giving, hosted by two distinguished experts from PNC Bank, Heather Falmen and Amy Schirmer.
Join us for an engaging and informative discussion that explores the world of Planned Giving and its significance in achieving your financial, estate, tax, and philanthropic goals. This event is exclusively designed for AAUW members and donors who are eager to make a lasting impact on their communities and institutions they care deeply about.
Meet the Speakers:
Amy Schirmer, J.D., CFP®, CEPA®
Senior Vice President, Senior Wealth Strategist
With 27 years of experience counseling high net worth families, business owners, and professional athletes on financial, risk management, and estate planning concerns, Amy Schirmer brings a wealth of knowledge and expertise to the table. Amy is well-versed in complex estate, tax, and wealth planning issues and will serve as your trusted advisor in developing tailored solutions to meet your objectives. She holds the Certified Financial PlannerTM and Certified Exit Planning Advisor designations and is an active contributor to various philanthropic causes, including the American Red Cross and REACH for Uganda.
Heather Falmen
Vice President, Senior Regional Philanthropy Advisor
Heather Falmen specializes in providing philanthropy advice to help individuals and families fulfill their purpose-driven goals and make a meaningful impact. With a background that combines 20 years of experience in the non-profit sector and working with high-net-worth clients and donors, Heather has the expertise to structure charitable and purpose-driven vehicles, along with capital deployment strategies, to achieve the greatest social impact. Her commitment to philanthropy was recognized when she was named Louisville’s Young Philanthropist of the Year in 2002. Heather's unique background, including her adventurous spirit (she has visited all 7 continents, including Antarctica), makes her a dynamic and engaging presenter.
In this virtual session, Heather and Amy will lead a deep and dynamic discovery process to help you understand the importance of Planned Giving and how it can align with your values and objectives. You'll learn how to integrate your financial, estate, tax, and philanthropic considerations, ensuring peace of mind while leaving a lasting legacy.
Join us for a session that can transform your approach to giving and leave a legacy that matters. We look forward to welcoming you to this enlightening Planned Giving event.
