The Profesional Advisors’ Council of Pikes Peak Community Foundation invites you to attend the 2019 Philanthropy Symposium. This year’s Symposium will feature keynote Bryan Clontz (PhD, CFP®, CLU®, ChFC®, CAP®, AEP®, RICP®, CBP) and includes a bonus session as well! Continuing Education credits will be offered.
Agenda
10:30 Check-in and networking
11:00 Opening Remarks
11:20 Lunch
11:45 Top 10 Charitable Trends Every Advisor Should Know in 2019 (1 CE)
Bryan Clontz, PhD, CFP, CLU, ChFC, CAP, AEP, RICP, CBP | Charitable Solutions, LLC
12:50 Crafting Client Impact: A Team Approach
Panelists:
Michele Strub-Heer | Strub Heer Fund of PPCF
Michael Deen, J.D. | Kraemer Kendall Rupp Deen Neville LLC
Connie Schmidt | Connie Schmidt Fund of PPCF
Benjamin Harvey, CLU, ChFC, CFP | The Harvey Financial Group
Ann Koenigsman, CPA | Stockman Kast Ryan + Co.
Leslie Sabin, CPA | Vice President of Finance and Operations, PPCF
1:35 Closing Remarks
...
2-3:45 Bonus Session: Creative Charitable Planning with Non-Cash Assets: A Case Study Approach (2 CE)
Bryan Clontz, PhD, CFP, CLU, ChFC, CAP, AEP, RICP, CBP | Charitable Solutions, LLC
Register: https://www.eventbrite.com/e/2019-philanthropy-symposium-for-professional-advisors-registration-70030020677
