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