October is a time to think about the future, but planning ahead isn’t only about finances. It’s about the people you care about, the values that matter to you, and the impact you hope to make along the way.
With National Financial Planning Month, DAF Day, and National Estate Planning Awareness Week all taking place in October, Working Wardrobes is opening the conversation around financial, estate, and charitable planning.
Throughout the month, you can expect practical insights from financial and estate planning experts, answers to questions you may have been hesitant to ask, simple ways to make the most of your charitable giving, and personal perspectives on what it means to leave a legacy. Whether you’re planning for the future, looking for smarter ways to give, or simply curious about your options, we’ll be sharing information you can use.
In a special episode of Real Talk. Real Growth., “Everything You Wanted to Know About Legacy Giving (But Were Afraid to Ask),” Working Wardrobes CEO Bonni Pomush sits down with estate planning attorney Nicholas Kmetz and certified financial planner and philanthropic advisor Richard Ward to tackle some of the biggest questions and misconceptions around legacy giving.
Do you have to be wealthy to leave a legacy gift? Can your family still come first? What if you already have a will? Can you change your plans later? Nick and Richard break it down in plain language and explore tools including beneficiary designations, retirement accounts, life insurance, and donor-advised funds.
The conversation also highlights the Jerri Rosen Legacy Fund, named in honor of Working Wardrobes’ founder, and how planning today can help create opportunities for people on their journey toward meaningful employment for generations to come.
This month, we invite you to learn something new, ask questions, and discover what’s possible. Because leaving a legacy isn’t about how much you have. It’s about what matters to you and the impact you want to carry forward.
Your Legacy. Your Way. Simple. Flexible. Meaningful.