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Creating Retirement Income Through Charitable Giving
With interest rates near 0%, people approaching retirement are seeking new ways to generate consistent income. Join us virtually for this educational webinar, where experts from Inova Health Foundation and Morgan Stanley will share strategies that create steady retirement income streams while benefitting charitable causes. This webinar will be recorded and shared with all registrants post event.

Should you have trouble registering or have any questions please contact Meagan Kleess at Meagan.Kleess@inova.org or 703-785-5156.

Feb 9, 2021 12:00 PM in Eastern Time (US and Canada)

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Speakers

Sage Bolte, PhD, LCSW, CST
Chief Philanthropy Officer and President, Inova Health Foundation
As Chief Philanthropy Officer, Sage works closely with the Board of Trustees, staff, volunteers, and donors to achieve Inova’s goals, institutionalize best practices, and establish a culture of philanthropy across the entire organization. She also oversees development strategies, including major and planned gifts, events, and foundation and corporate giving.
Steve Novak
Executive Director, Morgan Stanley
Steve Novak is the Family Office Resources Generalist for Morgan Stanley Family Office Resources, covering the Mid-Atlantic Region. Steve provides specialized expertise to Financial Advisors and their UHNW clients, educating and advising on a range of family wealth management topics, including, strategic estate and financial planning, philanthropy, family governance, wealth education, customized asset allocation and portfolio construction and lifestyle advisory.
Christopher Poch
Private Wealth Advisor. Morgan Stanley
Christopher F. Poch is a Private Wealth Advisor and author of numerous articles and publications on investing. He has managed international private banking units, advised billionaires and heads of state, has been the chief executive of a trust company, and founded the industry leading UHNW platform.