Advanced Registration has closed, however, walk ins are welcome. Hope to see you there!
AIP Chicago Midwest Chapter Kick Off:
Integrating Philanthropy Into Your Practice
with thanks to our sponsors:
Thursday, January 21, 2016 | 10 am - 4 pm
East Bank Club | 500 N. Kingsbury, Chicago Directions | Parking
AiP Members: $75 | NonMembers: $125
Get the member rate by joining AiP today.
Offers three CE credit hours for CFP, IMCA (CIMA, CPWA) and PACE (CAP, ChFC) designations
The International Association of Advisors in Philanthropy is pleased to announce the formation of the Chicago Midwest Chapter. This new Chapter will kick off with its inaugural event January 29, 2016 at the East Bank Club, and produce three more events in 2016 with the tentative dates of April 21, July 21 and October 20.View Sponsorship Opportunities
Presenters
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Randi Belisomo,
WGN-TV reporter, Chicago Public Radio Contributor and Co-Founder, Life Matters Media
Bio
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Lori Coonen,
The Heritage Institute
Bio
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Randy A. Fox,
EzCharitable, LLC "The Generosity Company"
Bio
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Jessica M. Wojtowicz, PC
Bio
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Event Schedule
10:00 am
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Doors Open – Registration and Informal Networking |
10:20 am
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Welcome and Opening Remarks |
10:30 am
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Session I - Testamentary Transfers
Presenters Randy Fox, Planned Giving Design Center and Jessica M. Wojtowicz, P.C. discuss why it’s important to learn about testamentary transfers and go over common considerations and benefits, talk about which clients are candidates, what types of charities qualify, income tax considerations and common mistakes (and how to avoid them.) CE credit pending approval for CFP, IMCA (CIMA, CPWA) and PACE (CAP, ChFC) designations |
11:30 am
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Session II - Pooled Income Funds
Presenters: Randy Fox and Jessica M. Wojtowicz, P.C. explain what a pooled income fund is, the tax and financial benefits, who is a good candidate, and present case studies. CE credit pending approval for CFP, IMCA (CIMA, CPWA) and PACE (CAP, ChFC) designations |
12:30 pm
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Buffet Lunch
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1:00 pm
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Session III – The Alignment Conversation
Presenter Lori Coonen, The Heritage Institute will present "The Alignment Conversation."
Using the 7-step Alignment Conversation, you can create deeper
relationships with your existing clients, distinguish yourself from their other
advisors (and competitors) and engage new "A” Clients.
CE credit pending approval for CFP, IMCA (CIMA, CPWA) and PACE (CAP, ChFC) designations
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2:00 pm
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Keynote: Randi Belisimo
Belisomo was only 27 when her husband lost his yearlong fight with colon cancer. Carlos Hernandez Gomez, a celebrated political reporter, died at age 36. In the wake of his death in 2010, Belisomo and Dr. Mary Mulcahy founded Life Matters Media, a resource to help in end-of-life planning. Its stated aim is to provide "information, resources and support for all involved in end of life decision-making. Belisomo will discuss her motivation behind founding Life Matters, and why it’s so important for every family to have an end-of life financial plan. |
3:00 pm
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Networking Reception
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4:00 pm
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Thank you and Goodbye
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