Thanks To Our Utah FPA Sponsors
Wednesday, May 6
7:30 am -11:00 am
Zions Bank Founders Room, Salt Lake City
Philanthropy and Planned Giving Seminar: Innovative Strategies for Estate, Gift, and Tax Planning
The Community Foundation of Utah and the Financial Planning Association of Utah
Learn practical, technical & current information from national & local leaders in estate, financial & tax planning. Gain the knowledge and tools you need to help clients reach their philanthropic goals.
8:00 Multi-Generational Philanthropy – Trends, Tools, and Takeaways You Can Use Today
Presented by: Bob Phelps, Managing Director for J.P. Morgan Private Bank and Philanthropist, Patrick de Freitas
9:00 Panel: Innovative Philanthropy
Brent Andrewsen, Kirton and McConkie
Jeremy Keele, Policy Innovation Lab at the Sorenson Global Impact Investing Center at the University of Utah David Eccles School of Business
Jeramy Lund, The Lund Foundation
Mark Peterson, Mentors International
Facilitated by Fraser Nelson, Salt Lake County
This seminar is FREE to all attendees and includes breakfast
Three hours CLE, CPA, CFP, and Utah insurance credit (approval pending)
Reserve you seat now at UtahFPA.org or by calling the Community Foundation of Utah at (801) 559-3005.
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