Mar
31
InfiniTALKS: Planning Your Next Getaway
March 31 | 12 PM | Virtual
If travel is on your mind, this InfiniTALKS is for you.
Join us for a conversation with luxury travel designer, Barb Wright, where we’ll explore destinations gaining momentum for 2026 and what’s shaping travel more broadly right now. The discussion will include thoughtful considerations to keep in mind as you plan upcoming trips, with insight drawn from Barb’s experience working with individuals and families on a wide range of travel styles and destinations.
Whether you’re in the early stages of planning or already have travel on the calendar, this session is designed to provide perspective, spark ideas, and help make the planning process feel more informed and approachable.
April
14
InfiniTALKS: Charitable Giving Strategies
April 14 | 12 PM | Virtual
April is National Volunteer Month, making it a meaningful time to explore how charitable giving can play a thoughtful role in your overall financial plan. In this month’s InfiniTALKS, we will discuss how philanthropy can be incorporated into financial decision-making in ways that align with personal values and long-term goals.
The session will highlight common charitable giving strategies, including Qualified Charitable Distributions (QCDs) and Donor-Advised Funds (DAFs), along with relevant tax considerations and recent tax law changes that may influence giving decisions. We will also share ways clients can engage with Infinitas Cares and support community initiatives through intentional giving.