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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

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

Hosted by: 
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: Nicholas Tedesco, Senior Philanthropic Advisor ,The Philanthropy Centre at J.P. Morgan

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

10:00    Lightning Talks: Case Studies - Charitable Planning with Unique Assets

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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