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Joan’s Circle of Friends Online Event: Gifting Across Your Lifetime
Joan’s Circle of Friends Online Event: Gifting Across Your Lifetime
With Amy Jamrog and Kathryn Wakefield
Join financial advisor Amy Jamrog and estate planning attorney Kathryn Wakefield as they share ideas and creative giving strategies. Whether you’re looking to get inspired with new charitable gifting approaches, or you’re planning to make a big impact at your passing, Amy and Kathryn will cover Gifting Across Your Lifetime.
To those of you who care about your community, are feeling generous, and are looking for different ways to think about your philanthropy, this is a webinar you won’t want to miss.
Meet Amy Jamrog, CFP, The Jamrog Group
Amy Jamrog is an author, coach, and speaker. Throughout her 25-year career as a financial advisor, Amy has helped thousands of families successfully navigate money conversations, create new possibilities, and get themselves into action. You can learn more about her financial planning philosophy on her company’s website The Jamrog Group (www.jamrog.group).
Amy is also a business coach and motivator to hundreds of financial advisors nationwide. If you want to join her mentoring groups, participate in her workshops, or hire her to be your event’s keynote speaker, you can learn more online at Four Wings Consulting (www.fourwings.consulting).
Amy regularly publishes real-life stories and tips in her blog “Wednesday Wisdom.” She also shares resources, tools, and creative solutions for financial advisors in her weekly articles on Four Wings Consulting’s blog. Check out her websites for her latest insights.
Amy and her partner Kim live in Western Massachusetts. Together they are always cooking up ideas for new projects, innovations, and of course the next book to write. When Amy isn’t working, she’s likely to be found in cowboy boots at a country music concert, sharing a bottle of wine with friends, or relaxing on the river on their pontoon boat.
Meet Kathryn Wakefield, JD, CLU Director, Advanced Sales
Kathryn joined Advanced Sales in 2010. She received her undergraduate degree from the University of Massachusetts at Amherst in Sociology and her law degree from Western New England University. Kathryn began her career as a financial advisor for American Express Financial Advisors prior to coming to MassMutual as well as working for the US Attorney’s office in Springfield during law school.
Kathryn spent a year away from MassMutual in private practice in a large Springfield MA firm, practicing in the areas of estate planning, business succession planning, and entrepreneurial law, including the formation of legal entities, the transition of business interests, advising existing businesses, and drafting estate plans for individuals and families. She rejoined Advanced Sales in the summer of 2018.
Kathryn is a member of both the Pioneer Valley and Hampden County Estate Planning Councils and is a frequent volunteer at the Hampden County Probate Court‘s lawyer for a day program. Kathryn serves on the Advisory Committee for It Takes a Village, a non-profit organization dedicated to helping young families in Western MA. She also is the registrar, fundraising chair, a board member, and soccer coach for Belchertown Soccer Club. She is admitted to practice law in Massachusetts and Connecticut.