What Matters Most: Estate Planning and Charitable Legacy

October 28, 2026 12:00 PM

Estate planning is about more than distributing assets. It's an opportunity to care for the people you love, support the causes you value, and leave a lasting impact on your community.

In recognition of National Estate Planning Awareness Week (10/19 - 10/26), join the Community Foundation for Northern Virginia for this webinar featuring a conversation with two local trusted experts in their fields, attorney Melinda Merk, JD, LLM, CFP^®, AEP, Principal, McCandlish Lillard, and wealth advisor Emily Harper, CFP^®, Chief Strategy Officer, Monument Wealth Management. Through practical examples and thoughtful discussion, they will explore how individuals and families can align their financial, personal, and charitable goals through intentional planning.

Whether you're reviewing an existing plan or just beginning to think about your legacy, you'll gain insights into common planning considerations, charitable giving opportunities, and ways to pass along both assets and values to future generations.

Date: Wednesday, October 28, 2026, 12:00 - 1:00 PM
Zoom link to be provided after registration.

Earn Continuing Education Credits

Full participation in What Matters Most: Estate Planning and Charitable Legacy is eligible for 1 Continuing Education credit hour for Certified Financial Planner™ (CFP®) professionals, as approved by the CFP Board. The Community Foundation for Northern Virginia is an approved provider of CFP CE credits.

Contact person for event:

Kathleen Lowenthal, This email address is being protected from spambots. You need JavaScript enabled to view it.

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