Philanthropy Symposium by Pikes Peak Community Foundation

Date: Tuesday, September 24, 2019
Time: 10:30am - 4:00pm
Location: The Pinery at the Hill, 775 W. Bijou Street
Speaker: Bryan Clontz PhD CFP CLU ChFC CAP AEP RICP CBP

2019 Philanthropy Symposium for Professional Advisors: an opportunity to advance your knowledge in charitable planning!

About this Event

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

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