December 1, 2022 – Financial Conversations for our Donors’ Future

December 1, 2022 – Financial Conversations for our Donors’ Future

Join us as our speaker presents three (3) case studies to better understand the issues facing our donors today:

• Will I have enough to live on the rest of my life

• Income & capital gains taxes

• Market volatility

• 401(k), 403(b), and IRA tax issues

Presented by Joanne Resh, CPA, JD, MBA, CLTC, CFBS, Financial Services Representative, MassMutual Greater Houston

Joanne Resh graduated from Pennsylvania State University with a Bachelor of Science degree in Accounting. She also attended Pepperdine University where she earned her MBA graduating Summa Cum Laude, and she graduated from South Texas College of Law where she earned her JD. Joanne holds FINRA Series 7, 63, Group 1 and Property and Casualty. She is licensed to sell Life, Disability, Long Term Care, Property and Casualty, Auto and Home, mutual funds, fixed and variable annuity products in the states of Texas, Louisiana, California, Pennsylvania, Nevada, and Colorado. Joanne has successfully worked with hospitals and schools in the education, healthcare, government, and not for profit sectors throughout the United States for American Express Financial Advisors, Citistreet, MetLife, and MassMutual. Joanne has been in the financial services industry for 22 years, and with MassMutual for 20 years. She is based in Houston, Texas, and is responsible for providing in-depth analysis of clients’ financial situation and making recommendations as to the appropriate options to best allow clients to reach their goals. Joanne also provides presentations on financial planning topics for educational purposes.

Please bring your parking stub inside with you at the lunch as RSM has graciously offered to validate parking fees, as well as provide the meeting space for this event.