During this presentation, Private Wealth Advisor Monika Reyes will discuss current and future gift strategies to share with your donors. She will also review recent tax law changes that have created a higher sense of urgency for individuals to plan for their short and long-term goals, which may lead to increased planned giving activity.
As a Certified Financial Planner, Monika works with individuals, families and small business owners providing personalized advice in the areas of investment management, retirement savings and distribution planning, and legacy development. She specializes in applying tax strategies across all three financial planning focus areas. Monika is also an Ed Slott Master Elite Advisor, part of a professional group that is considered one of the nation's leading sources on IRAs.
Monika L. Reyes, CFP®, CFS®, APMATM, ChFC® Private Wealth Advisor, WGG Wealth Partners
Named to the 2025 Forbes Best-in-State Women Wealth Advisors list, Monika Reyes is proud to work with clients who entrust her with their financial goals and stories. Her work is rooted in thoughtful guidance and a personal approach, shaped not only by experience but also by a genuine interest in the lives of the people she serves.
When she’s not working with clients, Monika is most at home outdoors—whether hiking with her husband and their chocolate lab or paddleboarding on a quiet stretch of water. She also enjoys travel and is always adding new destinations to her Bucket List, often inspired by the postcards and photos clients share from their own journeys. And when it’s time to unwind, she turns to her knitting needles, content to spend hours immersed in a good pattern.
Member Registration – $35.00
Non-Member Registration – $50.00
Lunch is included
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