Using ColoradoGives to Inspire Family Philanthropy With Charitable Tax Planning Strategies
ANNUAL MEETING
ESTATE PLANNING COUNCIL of COLORADO SPRINGS
EVENING MEETING
Tuesday, May 8, 2018
(note: this is second Tuesday)
3:30 PM – 6:30 PM
Garden of the Gods Club
(3320 Mesa Road)
Members: complimentary Guests: $30.00
“Using ColoradoGives to Inspire Family Philanthropy With Charitable Tax Planning Strategies”
Dana Rinderknecht and Lynda Ricketson
Community First Foundation
Steve Marken, JD, CSPG
Trustee Services Group and Stewardship Counsel
◊ Meeting reservations need to be made via email to admin@csepc.org. If you do not receive a reservation confirmation, your reservation has not been received. Or, you may call Mary Sue, 271-0346 to make your reservation. Reservations are due by Monday, April 30, 2018. Please RSVP whether or not you are attending. It would be appreciated if members who prepaid for their meals would RSVP. This meeting is complimentary for the members.
◊ 2018-2019 Slate of Trustees (to be voted on at this Annual Meeting)
President: Lacey J. Fugleberg, CFP®, ChFC®
President-Elect: David Groe, CFP®, CTFA
Secretary: Ann Ries, CFP®
Treasurer: Matt Gardner, Esq.
Immediate Past President will be Ann Koenigsman, CPA
◊ All members are encouraged to bring guests. A guest may attend two meetings a year unless the guest has applied for membership. Guests are $30 for the annual meeting.
Meeting Notices sponsored by:
◊ Future Meeting dates:
September 18, 2018 October 16, 2018 November 13, 2018
January 15, 2019 February 19, 2019 March 19, 2019
May 7, 2019
Please RSVP by 4/30/18 to admin@csepc.org
