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DTSTART:20190924T163000Z
DTEND:20190924T220000Z
LOCATION:The Pinery at the Hill, 775 W. Bijou Street
UID:1855620190924T163000ZPhilanthropy Symposium by Pikes Peak Community Foundation
DTSTAMP:20260521T092309Z
DESCRIPTION:\n  \n \n \n \n \n2019 Philanthropy Symposium for Professional Advisors: an opportunity to advance your knowledge in charitable planning!     \n \n \nAbout this Event\n \n \n \nThe 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)](https://charitablesolutionsllc.com/wp-content/uploads/2019/05/Bryan-Clontz-Speakers-bio-2018.pdf) and includes a bonus session as well! Continuing Education credits will be offered.\n \nAgenda\n \n10:30 Check-in and networking\n \n11:00 Opening Remarks\n \n11:20 Lunch\n \n11:45 Top 10 Charitable Trends Every Advisor Should Know in 2019 (1 CE)\n \nBryan Clontz, PhD, CFP, CLU, ChFC, CAP, AEP, RICP, CBP | Charitable Solutions, LLC\n \n12:50 Crafting Client Impact: A Team Approach\n \nPanelists:\n \nMichele Strub-Heer | Strub Heer Fund of PPCF\n \nMichael Deen, J.D. | Kraemer Kendall Rupp Deen Neville LLC\n \nConnie Schmidt | Connie Schmidt Fund of PPCF\n \nBenjamin Harvey, CLU, ChFC, CFP | The Harvey Financial Group\n \nAnn Koenigsman, CPA | Stockman Kast Ryan + Co.\n \nLeslie Sabin, CPA | Vice President of Finance and Operations, PPCF\n \n1:35 Closing Remarks\n \n...\n \n2-3:45 Bonus Session: Creative Charitable Planning with Non-Cash Assets: A Case Study Approach (2 CE)\n \nBryan Clontz, PhD, CFP, CLU, ChFC, CAP, AEP, RICP, CBP | Charitable Solutions, LLC \n   \n  \nRegister:  https://www.eventbrite.com/e/2019-philanthropy-symposium-for-professional-advisors-registration-70030020677    \n \n \n
SUMMARY:Philanthropy Symposium by Pikes Peak Community Foundation - Estate Planning Council of Colorado Springs 
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