Do you or your clients wonder about a long-term investment strategy for your charitable planning? When is the best time to donate assets to charity? Do you or your clients know how the Community Foundation can partner with you to maximize charitable giving?
Learn the answers to these questions and more.
When:
Tuesday, November 15th
7:30-8:00 a.m. Check-In and Light Continental Breakfast
8:00-8:30 a.m. 2016 Annual Investment Update for Fund Advisors
Representatives from Mason Investment Advisory Services will review the CFFK endowment pool and current investment strategies. Program will start promptly at 8:00 a.m.
8:30-10:30 a.m. “Save, Invest and Give” Seminar
Mason representatives will present a seminar focusing on charitable giving in volatile markets. The seminar provides a unique opportunity for Continuing Education Credits for Professional Advisors.
Where:
Key West Marriott Beachside
3841 North Roosevelt Boulevard
Who:
- CFFK Fund Advisors & interested donors and Community Foundation supporters
- Estate Planning Attorneys, Certified Public Accountants, Certified Financial Planners, Bank Trust Officers and Insurance Agents with clients who may have an interest in philanthropy now or in the future
Cost:
There is no fee to attend the Investment Update or the Seminar for those not seeking credit. Cost of the seminar for Professional Advisors seeking Continuing Education credit is $25.
Click here for more information about the seminar and the Continuing Education credits.
Questions? Call 305-292-1502.
