Event

September 11, 2014Sponsorship

13th Annual Comprehensive Planned Giving Seminar

Schedule of Events

8:00am – 8:30am    REGISTRATION AND CONTINENTAL BREAKFAST

8:30am – 9:15 am   PANEL
Post Recession Philanthropy: What’s Working in 2014 and What’s Ahead in 2015

9:30am – 10:30 am  BREAK-OUT SESSIONS
Option 1: Charitable Tax Planning in 2014, Especially with Higher Tax Rates and The Temporary Expiration of "Charitable IRA Rollover", Chis Hoyt (Approved for 1.0 CFP® CE credit)
Option 2: Blueprint for an Effective Charitable Gift Annuity Program, Chip Giese (CEU Applied For)

10:45 - 11:45 am  BREAK-OUT SESSIONS
Option 1:  Charitable Bequests of Retirement Assets: How to Do It Right, Chris Hoyt (Approved for 1.0 CFP® CE credit)
Option 2: How to Get in the Door and Get What You Came For, Anne T. Melvin

11:45 - 12:30 LUNCH BUFFET & NETWORKING

12:30 - 1:30  KEYNOTE ADDRESS

Italian Conference Center 
631 E. Chicago Street
Milwaukee, WI 53202

back to top