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

Agenda
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

 
  • 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.