Question 1

What is Legacy Lounge?

Accepted Answer

Legacy Lounge is a small educational gathering hosted by Believe in Me about charitable giving, estate planning, retirement planning, and family legacy.

Question 2

Who should attend?

Accepted Answer

Retirees, near retirees, families, business owners, charitable donors, and professional advisors from Gig Harbor, Fox Island, Tacoma, Port Orchard, Key Peninsula, and the South Sound are welcome.

Question 3

When and where is the Canterwood event?

Accepted Answer

The event is Wednesday, October 21, 2026, from 5:30 pm to 7:30 pm at Canterwood Golf and Country Club, 12606 54th Ave NW, Gig Harbor, WA 98332.

Question 4

Who is the guest speaker?

Accepted Answer

The October guest speaker is Jeff Bryant of New York Life.

Question 5

Do I need to bring financial documents?

Accepted Answer

No. Bring your questions. Financial documents are not needed.

Question 6

Can my advisor attend with me?

Accepted Answer

Yes. Attorneys, CPAs, financial planners, insurance professionals, trust officers, and other advisors are welcome.

Question 7

Do I need to be a Canterwood member?

Accepted Answer

No. Advance registration is requested.

Question 8

Is this a sales presentation?

Accepted Answer

No. Legacy Lounge is an educational community event. Speakers are asked to keep the conversation practical and free of hard selling.

Question 9

Will I receive personal tax, legal, or financial advice?

Accepted Answer

No. The event is educational only. Attendees should consult their own qualified professionals before making decisions.

Question 10

What planned giving topics might come up?

Accepted Answer

Topics may include charitable bequests, qualified charitable distributions, donor advised funds, beneficiary decisions, long term care planning, and family conversations.

Question 11

Can I learn more before the event?

Accepted Answer

Yes. Review Believe in Me planned giving, charitable bequests, and qualified charitable distributions pages before attending.

Question 12

Can I make a gift at the event?

Accepted Answer

You do not need to make a gift at Legacy Lounge. People ready to give can visit the Believe in Me donation page or talk with their own advisor.

Question 13

What records should donors keep?

Accepted Answer

Donors are responsible for maintaining proper records. The IRS provides guidance on written acknowledgments for charitable contributions when required.

Question 14

Can I speak at a future Legacy Lounge?

Accepted Answer

Yes. Believe in Me welcomes educational speakers on estate planning, tax planning, charitable giving, retirement planning, elder law, long term care, business succession, and family philanthropy.