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Seminar Raises Awareness of Women's Unique Financial Challenges!

photo of James Cottrell

Audrée A. Bendo, MD, MS

On Wednesday, July 11th, 43 smart women attended For Women Only - Financial Planning for Smart Women -- an informative and well-received seminar presented by Downstate's own Dr. Audrée Bendo, Professor and Executive Vice Chair of Anesthesiology.

The seminar explored the special challenges women face when prudently planning for their financial future -- particularly as regards their retirement years. Dr. Bendo's compelling presentation interwove revealing national statistics with illustrative anecdotes harvested from her personal financial planning experiences.

Attendees described the seminar as:
"very clear, concise, and to the point" and observed that "Dr. Bendo was a very engaging and effective presenter."

A spirited Q&A session followed, punctuated with insightful commentary from Planned Giving Advisory Board chair, Dr. James E. Cottrell.

Plans to repeat this seminar -- and to offer informative sessions on related topics -- are currently under consideration.

Our special thanks to Dr. Bendo and all the Smart Women attendees!

Money and You

More Money for You - and the Ones You Love!

Edition No. 2 — Fall 2012

This Tax and Estate Planning Newsletter is brought to you by Downstate's Planned Giving Advisory Board. Read on to learn more about significant opportunities that may benefit yourself and those you love most.

In This Issue

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Featured Gift Opportunity »

What exactly makes Charitable Bequests the most popular type of planned gift?


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Featured Article »

Significant tax and estate benefits may disappear forever – but act before December 31, 2012!