Beyond the Checkbook: Creative Ways to Support the Causes You Love for Years to Come

Description

with Roya Moltaji, Relational Fundraising Planner

Location

Avenues for Youth Community Room | 1404 N 8th Ave, Minneapolis, MN 55411

Date & Time

Thurs. October 29th | 5:30 - 7 PM

Event Description:

There are many ways to make a difference beyond annual donations. Join Roya Moltaji for an informative and inspiring discussion about charitable planning strategies that can help extend your impact far into the future. Discover how retirement accounts, wills, trusts, donor-advised funds, life insurance policies, and other planning tools can be used to support organizations like Avenues for Youth while reflecting your personal values and goals. You'll leave with practical ideas to consider and conversations to have with your financial, legal, and tax advisors.

This event will be held in Avenues for Youth's brand new community room space! There is a small parking lot adjacent to the building and plenty of free street parking available. Light snacks will be provided.

Event Schedule:

5:30-6 PM: Arrival, light snacks, socializing

6-7 PM: Presentation + Q&A

7-7:30: Additional opportunity for attendees to ask questions and connect with Roya; departure

     

About the Presenter, Roya Moltaji: 

Roya’s desire to reduce the time and stress people spend on money and financial decisions drives her career.​

She has been interested in how money impacts emotions, thought, and action since she was young. It takes a unique character to attend summer business camp in high school, but this interest in how money works foreshadowed Roya’s professional trajectory.​

Roya graduated magna cum laude from The University of St. Thomas with a B.A. in finance and a minor in economics. She has been in the financial services industry since graduating from college and has pursued further education, resulting in several designations from The American College, the College for Financial Planning, and the CFP® Board.​

When she is not working, Roya may be found at a fundraiser for a local non-profit organization, connecting with friends, playing broomball, socializing at a community-focused event, traveling, or spending time with immediate and extended family. 

She loves everyday adventures with her wife and son. 

Learn more about her financial planning services at www.royamoltaji.com

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