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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

Financial Planning Association of Utah Financial Planning Association of Utah

Financial Planning Association of Utah Financial Planning Association of Utah

Philanthropy and Planned Giving Seminar:
The Changing Landscape of Philanthropy
Hosted by: The Financial Planning Association of Utah and The Community Foundation of Utah

Thursday, May 12
7:30 am -11:00 am
Little America Hotel
(500 Main St, Salt Lake City, 84101)

Learn practical, technical and current information from national and local leaders in estate, financial, and tax planning. Gain the knowledge and tools you need to help clients reach their philanthropic goals.

8:00       Philanthropy Today – Integrating Social and Financial Returns: Trends, Tools, and Takeaways You Can Use Today
Presented by: Brent Andrewsen, Shareholder, Kirton I McConkie

9:00      Lightning Talks: Case Studies - Perspectives on Impact Investing in Philanthropy
Brad Dickson, Philanthropist, Investor Perspective
Financial Advisor Perspective
Facilitated by Katherine Fife, Community Foundation of Utah

10:00    Global Philanthropy – Considerations and Tax Implications of International Giving
Presented By: Michael Durham, Shareholder, Kirton I McConkie

This free seminar includes breakfast and
three hours CLE, CPA, CFE, and insurance credit (approval pending)

 
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