Session 2 of the Professional Advisors' series focuses on closely-held business interests and philanthropy. Note the new location!
Join us for the final installation in the 2017 Professional Advisors' series--focused on year-end charitable planning.
Join us to learn how you can maximize your client's charitable giving efforts in 2018!
What's the best way to prepare for wealth transfer in your client's family?
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. 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 ...
Join us for this year's Summit on Philanthropy! This is an opportunity for professional advisors to advance their knowledge in charitable planning.