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X-WR-CALDESC:Events for Pikes Peak Community Foundation
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DTSTART;TZID=America/Denver:20190924T110000
DTEND;TZID=America/Denver:20190924T140000
DTSTAMP:20260504T062758
CREATED:20190215T203752Z
LAST-MODIFIED:20190821T173547Z
UID:816-1569322800-1569333600@www.ppcf.org
SUMMARY:2019 Summit on Philanthropy for Professional Advisors
DESCRIPTION:The Profesional Advisors’ Council of Pikes Peak Community Foundation invites you to attend the 2019 Summit on Philanthropy. This year’s Summit will feature keynote Bryan Clontz (PhD\, CFP®\, CLU®\, ChFC®\, CAP®\, AEP®\, RICP®\, CBP) and includes a bonus session as well! Continuing Education credits will be offered. For more information\, visit the registration page!
URL:https://www.ppcf.org/event/2019-summit-on-philanthropy-for-professional-advisors/
LOCATION:The Pinery at the Hill\, 775 W Bijou Street\, Colorado Springs\, CO\, 80905\, United States
CATEGORIES:Professional Advisors,Workshop
ATTACH;FMTTYPE=image/jpeg:https://www.ppcf.org/wp-content/uploads/2019/02/DSC_2014.jpg
ORGANIZER;CN="Shelby Bobst":MAILTO:events@ppcf.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Denver:20180925T110000
DTEND;TZID=America/Denver:20180925T140000
DTSTAMP:20260504T062758
CREATED:20180127T014627Z
LAST-MODIFIED:20180821T214452Z
UID:692-1537873200-1537884000@www.ppcf.org
SUMMARY:2018 Summit on Philanthropy for Professional Advisors
DESCRIPTION:Join Pikes Peak Community Foundation and fellow professional advisors for the 2018 Summit on Philanthropy. This is an opportunity for professional advisors to learn about values-based planning\, involving the next generation\, and charitable tax planning for your clients.  \nAgenda:\n10:30-11:00: Registration\n11:00-11:15: Welcome and introduction from Pikes Peak Community Foundation\n11:15-11:45: Considering wealth statistics and philanthropy in El Paso and Teller Counties.\n–Presenter: Tatiana Bailey\, Ph.D.\, Director of UCCS Economic Forum \n11:45-12:15: A survey of charitable giving tools after 2017 Tax Reform Act.\n–Presenter: Jeff Gott\, CFP\, Chief Operating Officer\, Petra Financial Advisors \n12:15-1:15: Lunch and Keynote: John Davies\, CEO of Baton Rouge Area Foundation \n1:15-1:45: Successful wealth transfers and a case study in family philanthropy\n–Presenter: Jane Leighty Justis of the Leighty Foundation\n1:45-2:00: Closing remarks \nTo register\, please visit our event on Eventbrite (link below). \nAbout the keynote: John Davies has served as president and CEO since June 1988. During his tenure\, the Foundation has grown from $5 million to more than $574 million in assets and grants have surpassed $400 million.
URL:https://www.ppcf.org/event/summit-on-philanthropy/
LOCATION:The Pinery at the Hill\, 775 W Bijou Street\, Colorado Springs\, CO\, 80905\, United States
CATEGORIES:Professional Advisors,Workshop
ORGANIZER;CN="Shelby Bobst":MAILTO:events@ppcf.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Denver:20180510T153000
DTEND;TZID=America/Denver:20180510T170000
DTSTAMP:20260504T062758
CREATED:20180127T013614Z
LAST-MODIFIED:20180503T231052Z
UID:690-1525966200-1525971600@www.ppcf.org
SUMMARY:Conducting the Conversations of Philanthropy: for Professional Advisors
DESCRIPTION:At what point should an advisor bring up philanthropy with clients during the estate planning\, financial planning\, business exit planning\, or retirement planning processes? Who should be included in the conversation? What conversation starters work best? And\, how will we use what we hear to guide our planning process to achieve the best possible results for the client to find the right charitable giving tool. \nPanelist includes: Scott Pann of Pann/DeYoung Wealth Management\, Ann Koeningsman\, CPA of Stockman\, Kast & Ryan\, and Nikki McComsey\, CPA of PPCF \nReserve your spot by contacting nmccomsey@ppcf.org.
URL:https://www.ppcf.org/event/transfer-wealth-families-professional-advisors/
LOCATION:Tim Gill Center for Public Media\, 315 E Costilla Street\, Colorado Springs\, CO\, 80903\, United States
CATEGORIES:Professional Advisors,Workshop
ORGANIZER;CN="Shelby Bobst":MAILTO:events@ppcf.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Denver:20180228T113000
DTEND;TZID=America/Denver:20180228T130000
DTSTAMP:20260504T062758
CREATED:20180125T213756Z
LAST-MODIFIED:20180125T213804Z
UID:685-1519817400-1519822800@www.ppcf.org
SUMMARY:Charitable Giving Under Tax Reform: For Professional Advisors
DESCRIPTION:This workshop is focused on ways to maximize your client’s charitable giving intentions in the new year under the updated tax law. Join resident CPAs\, Nikki and Leslie\, as they share helpful tips and tricks on how to help your clients be the most impactful with their gift giving. Lunch is provided\, and validated parking is available in the surface lot behind the Foundation. Reserve your spot by contacting events@ppcf.org.
URL:https://www.ppcf.org/event/charitable-giving-tax-reform-professional-advisors/
LOCATION:Pikes Peak Community Foundation\, 102 S Tejon St #530\, Colorado Springs\, CO\, 80903\, United States
CATEGORIES:Professional Advisors,Workshop
ORGANIZER;CN="Shelby Bobst":MAILTO:events@ppcf.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Denver:20171024T150000
DTEND;TZID=America/Denver:20171024T170000
DTSTAMP:20260504T062758
CREATED:20170705T224049Z
LAST-MODIFIED:20170721T192430Z
UID:543-1508857200-1508864400@www.ppcf.org
SUMMARY:Professional Advisors' Series: Year-end Charitable Planning
DESCRIPTION:It’s that time again: year-end charitable giving! Tax\, finance\, legal\, and estate planning professionals are invited to join the Community Foundation in the third installment of its Professional Advisors’ Practice Building series. Guest speakers and panelists will share some of the creative vehicles that advisors can utilize to make the most advantage for their clients in year-end charitable giving. Reception and networking begins at 3:00 pm\, and the program begins promptly at 3:30. Beer and wine will be served.
URL:https://www.ppcf.org/event/professional-advisors-series-year-end-charitable-planning/
LOCATION:El Pomar Carriage House\, 1661 Mesa Ave\, Colorado Springs\, 80906\, United States
CATEGORIES:Professional Advisors
ATTACH;FMTTYPE=image/png:https://www.ppcf.org/wp-content/uploads/2017/07/yearendgiving-640x400.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Denver:20170822T150000
DTEND;TZID=America/Denver:20170822T170000
DTSTAMP:20260504T062758
CREATED:20170705T214908Z
LAST-MODIFIED:20170721T192146Z
UID:534-1503414000-1503421200@www.ppcf.org
SUMMARY:Professional Advisors' Series: Closely-held Business Interests
DESCRIPTION:Session 2 of the three-part Professional Advisors’ Practice Building Series will focus on ways financial\, legal\, and estate planning individuals can help their clients realize their philanthropic vision and determine a best course of action that is unique to each individual. Note: we’re at a new location in August! Networking begins at 3:00 pm and the program begins promptly at 3:30. Lite refreshments will be served.
URL:https://www.ppcf.org/event/professional-advisors-series-closely-held-business-interests/
LOCATION:Tim Gill Center for Public Media\, 315 E Costilla Street\, Colorado Springs\, CO\, 80903\, United States
CATEGORIES:Professional Advisors,Workshop
ATTACH;FMTTYPE=image/jpeg:https://www.ppcf.org/wp-content/uploads/2017/07/Business-ipad.jpg
ORGANIZER;CN="Shelby Bobst":MAILTO:events@ppcf.org
END:VEVENT
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