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WORKSHOP

Give with Warm Hands

Presented by
Carey A. Yukich, TrueWealth Advising Group

Carey Yukich

Date:          Thursday, May 21, 2015

Time:          11:15am Registration
                   11:30am-1:00pm Presentation

Location:     Construction Advancement Foundation
                    6050 Southport Road, Portage, IN

We will discuss:

  • Several strategies of directing your social capital while you are living and upon passing
  • How to simplify those strategies
  • How advisors engage the dialogue with our prospective clients
  • How fundraisers and financial planners work together to educate, simplify, and execute sound planned giving strategies.


Cost:  $25 for AFP members; $35 for non-AFP members

Register at: http://afpnwi052115.eventbrite.com by May 18th at 5pm

 


 

 

 


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(May 20, 2015) You more than likely have a checklist when planning your annual event. However, when you are immersed in the minutia of details that have to be executed it’s possible you are missing some of the big-picture items that can make the difference between a good event and a great event. ... more >