EPCSED Meeting: Impact Investing
Program:
"Impact Investing"
We will meet for breakfast at our regular location for this meeting. Kit Mac Nee will join us virtually via Zoom to share her presentation on Impact Investing.
Presented By:
Mary “Kit” Mac Nee, CFP®, CRPC ®, CSPG®, AEP®
Financial Advisor
Los Angeles, California
Kit Mac Nee's goal is to assist her clients in managing their finances so they can focus on living lives filled with joy. She has been in financial services for nearly 20 years. Prior to joining Morgan Stanley, Kit was with Merrill Lynch Wealth Management for 9 years.
On her way to becoming a Certified Financial Planner™, Kit served at the Inland Empire Community Foundation as its Director of Gift Planning. She worked with donors, professional advisors, and local charitable organizations to build philanthropic assets that would provide a legacy of financial resources to the Inland Empire.
Kit raised three children, all now grown and leading fulfilling lives in different parts of the United States. She loves traveling to visit her family, including trips to Detroit, her original hometown and around the world. She lives in Santa Monica, California and travels throughout the U.S. for public speaking engagements and to support clients and the community organizations she works with. Her volunteer work continues as Treasurer for the National Association of Estate Planners and Councils and board member of St. Barnabas Senior Services, Los Angeles as well as Social Justice Partners Los Angeles. Kit is a graduate of the University of Minnesota, Carlson School of Management, earned the Certified Specialist in Planned Giving® from California State University Long Beach, American Institute of Philanthropy in 2001, and became a Certified Financial Planner™ and Accredited Estate Planner® in 2013.
Sponsors:
A special thank you to our generous 2022 sponsor:
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Meeting Schedule:
7:30 a.m. - 8:00 a.m.: Networking
8:00 a.m. - 9:00 a.m.: Speaker presentation
Meeting Registration:
Guests are welcome to attend one meeting at no charge, and may attend subsequent meetings for $25 per meeting.
Be sure to RSVP so that we have an accurate count and sufficient seating at the restaurant. If you have questions, email stephanie@nonprofitadmin.com
Please forward this invitation to anyone you think may be interested in the group -- and bring a guest!
** Please note that we are going to start taking photos at events for the website. If you don't want us to use your photo, please let a board member know.
