Supporting the causes you care about can also support your financial future. Learn how to align charitable giving with financial goals at the upcoming McKee Wellness Foundation Social on Thursday, February 27, from 11:30 AM – 1:00 PM.

Whether you’re planning for retirement, looking for ways to optimize charitable giving, or simply interested in learning more about impactful philanthropy, this event provides valuable insights from financial experts and philanthropic leaders.

This Lunch & Learn event will feature experts from the Retirement Planning Center of the Rockies, who will share practical strategies to
help attendees:

• Enhance tax efficiency through strategic giving.
• Align charitable contributions with long-term financial planning.
• Achieve financial security while making a meaningful impact.

Maximizing Philanthropy & Financial Goals
The NoCo Foundation will explore ways to build a strong philanthropic legacy, helping individuals and businesses:

• Structure charitable giving to maximize impact and sustainability.
• Establish and manage donor-advised funds, endowments, and legacy gifts.
• Support healthcare initiatives, education, and community well-being while maintaining financial flexibility.

• Date & Time: Thursday, February 27 | 11:30 AM – 1:00 PM
• In-Person Location: RE/MAX, 750 W Eisenhower Blvd, Ste 100, Loveland, CO 80537
  Lunch Provided
• Virtual Option Available: A Zoom link will be emailed to registered participants.

Space is limited—reserve your spot today!

• Call or text Jen at (970) 619-1045
• Email jennifer@mckeefoundationco.com
• Register online

Join McKee Wellness Foundation for this informative and engaging discussion to learn how to make a difference while securing your financial future.