Thanks To Our Utah FPA Sponsors
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)
- 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.