🍻 Attorneys, financial planners, accountants, trust officers, and insurance professionals—this one’s for you.
Boreal Waters Community Foundation is teaming up with the Arrowhead Estate Planning Council to host a fall networking happy hour designed specifically for professionals who help clients plan their futures and shape their giving.
Join us for good food, great conversation, and meaningful connections across law, finance, and philanthropy.
Professional advisors play a critical role in shaping our region’s future—helping clients align financial goals with personal values and community impact. This happy hour is a chance to share insights with peers on charitable strategies, legacy planning, and complex gifts. As well as meet local partners who can support your clients’ philanthropic goals
If you help clients navigate retirement, wealth transfer, charitable giving, or complex estates, this gathering is for you.
Hosted by Boreal Waters Community Foundation in partnership with the Arrowhead Estate Planning Council.