Smart from the Heart: Strategic Charitable Giving

Smart from the Heart: Strategic Charitable Giving - Morning Session

Presenter: Lauren Lindsay, CFP® — Paragon Wealth Management

Organized By: The Education and Culture Group

Description: Do you have causes close to your heart that you want to support? Join us for this this insightful presentation with Lauren Lindsay of Paragon Wealth Management exploring effective ways to make an impact—whether supporting personal passions or championing Houston Heights Woman's Club favorites like the Hortense Ward Scholarship, the School Uniform Drive Fund, or the pressing needs of the Clubhouse Foundation Repair Fund.

This session will cover smart strategies for charitable giving—including tax-efficient methods and how to align your donations with your long-term financial goals. We are hosting two sessions to tailor the conversation to your specific life stage:

• Morning Session - 10:00AM, Tuesday, September 29: Focused on retirees and those in later stages of life, with an emphasis on legacy planning and tax-advantaged giving. Click here to register for this session.

• Evening Session - 7:00PM, Wednesday, September 9: Focused on working women, highlighting strategies to balance current financial goals with philanthropic ambitions. Click here to register for the evening session.

Whether you are looking to refine your current giving or start a new philanthropic journey, this session will provide the tools you need to make your contributions count.

Lauren is a fee-only Certified Financial Planner® who does not sell any products or earn any commissions. This presentation is for education only.