Thanks To Our Utah FPA Sponsors
Our next Chapter Meeting is our Philanthropy and Planned Giving Seminar
The Philanthropy and Planned Giving Seminar provides knowledge and tools to help financial advisors assist donors in achieving their philanthropic goals. Learn practical, technical and timely information from local leaders in estate, financial, tax and philanthropy planning.
The Community Foundation of Utah
The Financial Planning Association of Utah
Date: Thursday, May 11
Time: 7:30 am -11:00 am
Place: Zions Bank Founders Room
CE: 3 hours of CFP and Utah Insurance CE Pending
8:00 The Trusted Advisor — Building a Legacy that Lasts
Presented by: David York, Principal, York Howell & Guymon
9:00 The Panel of Experts — Impact Philanthropy
Sariah Toronto, Director, Claritas Partners
Jeremy Keele, CEO, Sorenson Impact Center
Jacob Allen, Partner, Cicero Group
Moderated by Alex Eaton, Chief Operating Officer, Community Foundation of Utah
10:00 The Donor Perspective — Legacy Philanthropy
A Conversation with Gail Miller
Moderated by David York or Denny Haslam
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