Professional Advisors’ Series: Closely-held Business Interests
Session 2 of the Professional Advisors' series focuses on closely-held business interests and philanthropy. Note the new location!
6 events found.
Professional Advisors
Events
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Tim Gill Center for Public Media 315 E Costilla Street, Colorado Springs, CO, United States
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Professional Advisors’ Series: Year-end Charitable Planning
El Pomar Carriage House 1661 Mesa Ave, Colorado Springs, United StatesJoin us for the final installation in the 2017 Professional Advisors' series--focused on year-end charitable planning.
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Charitable Giving Under Tax Reform: For Professional Advisors
Pikes Peak Community Foundation 102 S Tejon St #530, Colorado Springs, CO, United StatesJoin us to learn how you can maximize your client's charitable giving efforts in 2018!
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Conducting the Conversations of Philanthropy: for Professional Advisors
Tim Gill Center for Public Media 315 E Costilla Street, Colorado Springs, CO, United StatesWhat's the best way to prepare for wealth transfer in your client's family?
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2018 Summit on Philanthropy for Professional Advisors
The Pinery at the Hill 775 W Bijou Street, Colorado Springs, CO, United StatesJoin 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. Agenda: 10:30-11:00: Registration 11:00-11:15: Welcome and introduction from Pikes Peak Community Foundation 11:15-11:45: Considering wealth statistics and philanthropy in El Paso and ...
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2019 Summit on Philanthropy for Professional Advisors
The Pinery at the Hill 775 W Bijou Street, Colorado Springs, CO, United StatesJoin us for this year's Summit on Philanthropy! This is an opportunity for professional advisors to advance their knowledge in charitable planning.
Free