Please come, visit with Charlie, welcome him to our faith community and listen as he shares his thoughts on how to put together a ?principled legacy?, a true prescription to prosperity, one that?s good for the soul.
The first event will be:
* St. Paul?s Episcopal Church, Albany
* Tuesday, May 22nd
* 5:30pm to 6:00 pm light refreshments
* 6:00 pm to 7:00 pm discussion
If you plan to attend RSVP to legacysociety@gaepiscopal.org
PLEASE JOIN US!
Charlie Douglas is a Senior Trust and Fiduciary Specialist at Wells Fargo Private Bank. He has over 25 years of experience in financial, estate, corporate, tax and charitable planning, guiding clients in growing, protecting and transferring their wealth. He has published numerous articles on the subject in NAEPC Journal of Estate and Tax Planning, CCH Journal of Practical Estate Planning, Wealth and Retirement Planner, NAEPC Journal of Estate and Tax Planning WealthCounsel, and others. Charlie?s book titled Rich Where it Counts addresses the importance of understanding one?s real wealth with an eye on abundance, not scarcity and thus empowering ?real wealth? transfer.
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