Financial Planning: “Todd Talk”


Blue Rock Dravo Bay proudly hosts a monthly event open to the public at The Wheelhouse Restaurant in Lewes Delaware. On the second Friday each month we will tackle a new topic, invite guest speakers and hear from the experts regarding some of the hottest topics in the Financial world. Please register below!

Todd Roselle, CFP®, ChFC®

Todd Roselle, CFP®, ChFC®

December Topic: Charitable Giving

Please Join Us…

Friday, December 13th at 10 AM
The Wheelhouse at
Fisherman’s Wharf in Lewes, DE
7 Anglers Road Lewes, DE 19958



This month features Guest Speaker Tom Protack
Vice President of Development for the Beebe Medical Foundation

Tom will provide an update on Beebe and the work that they’ve been doing as well as a vision for where they are headed. We will also discuss Charitable Giving strategies that allows donors to give back to the organizations and institutions that have impacted their lives. Not all gifts need to wait until someone passes away. There are very meaningful and effective strategies which allow for gifts at a time when donors can see the impact during their lifetime.

Light Refreshments & Coffee Will Be Served

 

Register Now