Lunch and Learn:
Tax-Advantaged Giving Strategies
🗓 Tuesday, May 26, 2026 | ⏰ 11:30 am EST
Join Western Carolina University for a free upcoming webinar on tax advantaged giving, featuring two accomplished Catamount alumni who specialize in helping individuals make informed, intentional financial decisions.
This engaging session will explore charitable giving strategies that can be especially meaningful as we plan ahead and approaches that align personal financial goals with long term impact. Whether you are actively reviewing your plans or simply curious about your options, this conversation is designed to be accessible, practical, and informative.
CLICK HERE TO REGISTER & ADD TO CALENDAR
You’ll hear from:
Andrew Birkmire ’19, CFP®
Wealth Advisor and Principal at 55 North Private Wealth
Andrew brings a disciplined, straightforward approach to financial planning, with experience across investing, tax strategy, and long term planning.
Donna Winbon ’80
Financial Advisor and Limited Partner, Edward Jones
A longtime leader and supporter of WCU, Donna offers decades of experience helping individuals and families plan with purpose and confidence.
We hope you’ll join for this thoughtful conversation and learn how strategic giving can support both your values and your vision for the future.