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October 2019 General Breakfast Meeting

October 10 @ 7:00 am - 9:00 am

Speaker: Grace Russak, CTFA, TEP,
BNY MELLON WEALTH MANAGEMENT

Topic: Charitable Gift Planning for Generation X

As advisors, we not only need to know our area of expertise, but need to be able to address the specific concerns and communication styles of our clients. This holds true for generational differences. While the press has focused extensively on Baby Boomers and Millennials, we need to focus also on Generation X, the next generation “in the driver’s seat’. In “The Forgotten Generation: Perspectives in Estate and Charitable Planning For Generation X”, Grace Russak, Senior Wealth Director at BNY Mellon Wealth Management, will share insights and information to better help us with this very important client segment

Gen X Handout Oct 2019

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Grace Russak is a Senior Director who works with a clientele of very high net worth individuals, families, foundations and not-for-profits. Over more than 30 years, she has built a practice focused on bringing carefully tailored solutions to her clients’ investment, trusts and estates and strategic philanthropy concerns and needs.

Prior to joining the firm in 2012, Grace spent over 15 years in senior management and client relationship roles at a private trust company. She also has extensive experience in the international art auction industry, including serving as the Regional Manager for the Western US for Sotheby’s, as well as their Global Head of Latin American business and operations.

Grace received an A.B. in History from Smith College and an M.B.A in Strategy from the Claremont Graduate University. She is a graduate of the Cannon Trust School, and holds the CTFA and TEP designations. Grace is a member of the Los Angeles and Beverly Hills Estate Planning Councils, of STEP, and of the Los Angeles Chapter of the Council of Gift Planning. She is on the Board of Five Acres as well as a founding board member of the Pasadena Literary Alliance. She frequently speaks on topics related to wealth management and philanthropy and then on topics relating to women. Grace was born and raised abroad and is fluent in both Spanish and French.

 

Details

Date:
October 10
Time:
7:00 am - 9:00 am
Event Category:

Organizer

Marlowe Kepner
Phone:
310 375-6300
Email:
marlowekepner@gmail.com

Other

Speaker
Grace Russak
Topic
Gift Planning for Gen X

Venue

The Depot
1250 Cabrillo Ave
Torrance, CA 90501 United States
+ Google Map
Phone:
310 787-7501
Website:
http://www.depotrestaurant.com

Details

Date:
October 10
Time:
7:00 am - 9:00 am
Event Category:

Organizer

Marlowe Kepner
Phone:
310 375-6300
Email:
marlowekepner@gmail.com

Other

Speaker
Grace Russak
Topic
Gift Planning for Gen X

Venue

The Depot
1250 Cabrillo Ave
Torrance, CA 90501 United States
+ Google Map
Phone:
310 787-7501
Website:
http://www.depotrestaurant.com