04/10/2023

Bob Speaks at Evergreen Woods

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 EW community. A special thanks to Emily Johnson, Event Coordinator at EW, for organizing this event and Alex Monte CIMA® CFP® for moderating the discussion.