Charitable Planning Seminar – November 1, 2023

Chelsea Community Foundation, Chelsea Education Foundation, and Chelsea State Bank hosted an in-person seminar at Chelsea State Bank 1010 S. Main Street on November 1, from 6:30 to 7:30 pm. There was also a 30-minute post seminar opportunity for addressing any personal questions directly with the panelists.

The seminar featured four panelists – Andy Kellogg, Financial Advisor, Raymond James Financial Services; Duane Stoker, EA; Laurie Brewis, Estate Planning Attorney; and Randy Ross, Vice President Philanthropic Services at the Community Foundation of Southeast Michigan. The seminar was moderated by Amy Forehand, President of Chelsea Education Foundation.