Thanks To Our Utah FPA Sponsors

Joomla Templates and Joomla Extensions by ZooTemplate.Com

Financial Planning Association of Utah Financial Planning Association of Utah

Financial Planning Association of Utah Financial Planning Association of Utah

Financial Planning Association of Utah Financial Planning Association of Utah

Financial Planning Association of Utah Financial Planning Association of Utah

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.

Hosts
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
Cost: Free for both FPA Members and Non-FPA Friends

Agenda
8:00 Building a Legacy that Lasts
Presented by:  David York, Principal, York Howell & Guymon

9:00 Impact Philanthropy Panel
Jacob Allen, Partner, Cicero Group
Jeremy Keele, CEO, Sorenson Impact Center
Lindsey Kneuven, Chief Impact Officer, Cotopaxi
Moderated by Sariah Toronto, Director, Claritas Partners

10:00 Legacy Philanthropy
Gail Miller, Owner and Chairman of the Board, Larry H. Miller Group of Companies
Moderated by Dennis Haslam, Grace Carter Design

 
  • Join The FPAReady to get started? Connect with colleagues, influence regulatory initiatives and take advantage of an array of benefits including top rated conferences, career services and practice resources. Join today!
  • Register For EventBe sure to not miss out on our upcoming FPA sponsored events. For the latest events and calendar items, register here.
  • Login To AccountLog-in to your local Utah Chapter FPA account to change your information, make payments, and view your personal information. Click here to log-in.