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Trends in Charitable Planning & Giving

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Ken Anderson Alliance

6940 Plainfield Road

Cincinnati, OH 45236

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Presentation #4 - Trends in Charitable Giving

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Presentation #4 – Trends in Charitable Giving

The Ken Anderson Alliance is excited to welcome Attorney Annie K.T. Warner & Kristina Markiewicz for a 4 part series on Special Needs and Charitable Planning. The presentations will be hosted at our offices in Silverton and also have a ticketing option to attend virtually via Zoom (please make sure you select the correct ticket).

There is no cost to attend the series and lunch will be provided for the in-person attendees.

The fourth and final presentation in our series will focus on the following:

Who doesn’t love supporting their favorite charitable organization? Have you ever wondered if the donation you were already planning could be even bigger without changing your bottom line? Re-thinking your strategy may affect both you and the organization, making a win/win situation for all. Learn how to look at current assets you already have, possibly utilizing tax advantaged strategies giving you maximum impact.

Annie K.T. Warner has a passion for serving others and seeing positive results. Through her work with families and individuals in estate planning, special needs planning and elder law, she has found joy in making a difference. Throughout her career Annie has helped hundreds of clients find peace through planning – whether it be settlement planning, government benefit planning, special needs or estate planning or elder law issues. She adeptly guides families and individuals on creating plans that minimize the complications of paying the cost of care while maximizing asset protection.

Annie was born and raised in Cincinnati, Ohio and graduated from DePauw University with a Bachelor of Arts in English Composition. She attended Loyola Law School of Los Angeles (Loyola Marymount), where she received her Juris Doctorate degree. After practicing in Los Angeles, she moved back to Cincinnati and began focusing on advocacy and problem solving through her work in special needs planning and government benefit preservation.

Warner Law Firm, LLC began in 2012 as an endeavor to bring experience and advocacy to the vulnerable clients and has grown to serve families of all shapes and sizes in a variety of areas. In 2015 Annie founded Anchor for Special Needs, Inc., a non-profit pooled special needs trust organization serving disabled individuals through the administration of trust funds and protection of government benefits.

Annie enjoys traveling with her family; cooking; running and spending time with friends.

Licenses: State of Ohio; Commonwealth of Kentucky; State of California

Education: DePauw University; Loyola Law School of Los Angeles

Memberships: Academy of Special Needs Planners; ElderCounsel; National Academy of Elder Law Attorneys (NAELA); Ohio Bar Association; Cincinnati Bar Association

Kristina Markiewicz is a *Registered Representative at Black Bull Capital Partners providing comprehensive retirement, investment, and financial strategies to Cincinnati, Ohio and surrounding areas. A Cum Laude graduate of Salem State University, Markiewicz holds a FINRA Series 6 registration as well as Life License in OH, MA, KY and TX. She is a member of the Regional Autism Advisory Council and a founding member of the Empowering Women in Finance Initiative at her previous employer.

As a parent of a special needs child, Markiewicz has chosen to focus her practice on special needs long term strategic design – “Turning Special Needs Financial Strategies into Extraordinary Outcomes”.

Understanding the daily challenges of raising a special needs child has given Markiewicz a passion for bringing real solutions to help her clients meet their own retirement goals as well as plan for the unique long-term issues facing their child. “It is my goal to bring solutions to fit the needs of every family I meet. It is my hope that the work I do with these amazing families will last generations” say Markiewicz.

Along with her husband of 20 years, Joseph, and their two children Aaron (12) and Lauren (9), Kristina enjoys the beach, playing multiple instruments, roasting s’mores in the backyard and having epic tickle fights.

To learn more about how her son’s Autism diagnosis in 2011 inspired not only her personal life with hope and resilience but also influenced her work as a financial professional, email k.markiwicz@blackbullcapitalpartners.com, call (505)463-8966 cell (513)489-2855 office, or visit our website at BLACKBULLCAPITALPARTNERS.COM

*Registered Representative of and securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. Black Bull Capital Partners is not an affiliate of OneAmerica Securities and is not a broker dealer or Registered Investment Advisor.

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Ken Anderson Alliance

6940 Plainfield Road

Cincinnati, OH 45236

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Organizer Ken Anderson Alliance

Organizer of Trends in Charitable Planning & Giving

Ken Anderson Alliance is a 501(c)(3) nonprofit corporation on a mission to build hope by creating groundbreaking LIVE, WORK and ENGAGE opportunities for adults with disabilities. With your help, the Ken Anderson Alliance can support meaningful connections for our most vulnerable community members.

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