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NAF Investor/Member Meeting IN-PERSON

  • Nova Place Conference Center (map)
  • 4-5 PM Charitable Planning and Gifting 101 with Nicole Phatak Esq., Dentons Cohen & Grigsby

    This education session will focus on the various ways charitable planning and gifting to individuals can help you optimize your estate plan.  We will discuss how charitable giving may help you minimize income and death taxes while also allowing you to support causes that are meaningful to you.  We will also discuss ways to make gifts to your family and friends during your life and at death in order to reduce death taxes and support individuals who are important to you.  

  • 5:05-6:55 pm Company Pitches / Updates           

    5:05-5:15 pm  Lindy Biosciences: Deborah Bitterfield PhD, CEO & Founder

    5:20-5:55 pm  Fresh Bellies: Saskia Sorrosa, Founder

    6:00-6:35 pm  HT Mobile Apps: Kathleen Craig, Founder & President

    6:40-6:55 pm  CytoAgents: Teresa Whalen, CEO

  • 7 PM Member business, including quarterly financials

Join Zoom Meeting: https://zoom.us/j/292513109

Meeting ID: 292-513-109

Audio by phone: +1 646 558 865