04/10/2023

Evergreen Woods Speaking Event

Last week, Bob Monte, CPWA®, RMA®, CAP® and Clayton Jason, CAP®, Director of Gift Planning at the UConn Foundation, spoke at Evergreen Woods (EW), a senior living community located in North Branford, CT. Bob and Clayton provided valuable insight on charitable giving and shared their experiences in philanthropy to residents within the Evergreen Woods community. A special thanks to Emily Johnson, Event Coordinator at Evergreen Woods, for organizing this event and Alexander Monte CFP® CIMA® for moderating the discussion.

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