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Patti Larson and Richard Ward
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Breakout Session
Monday, April 30, 2018 | 1:40 PM

Walk the Talk:  Growing your Practice Through Philanthropy

Patti Larson, CEO, SunUp Group

Richard Ward, CFP®, Stifel

Too many advisors follow their clients' philanthropic plans and wishes rather than lead them to these objectives. This talk focuses on how the advisor can add value by proactively guiding clients to philanthropic engagement and involvement. Attendees will learn: * Why and how it's important to help clients avoid the traditional retirement trap. * The process for advising clients on finding this new purpose. * How to create unique (self) brand awareness and grow his/her sphere of influence by this practice approach. * The ability to become more fully connected to and familiar with the local philanthropic community. To learn how this philanthropic engagement attracts like-minded clients and helps them live a richer life while the advisors are becoming more committed to philanthropy in all forms and facets. 

Attendees will:

  1. Learn the need for each practitioner to stand apart by creating unique brand.
  2. Learn the importance of helping clients find post retirement purpose and ways to be engaged and  contributive.
  3. Leave the session understanding your “Why”, and following it with passion.

Patti Larson
, CEO, SunUp Group, Orange County, CA

Patti Larson is the founder and CEO of SunUp Group, Inc., a business strategy, brand and marketing agency in Orange County, California, and the co-founder of Ignite Brandz, a partnership between SunUp Group and Convergent7. Her wealth of experience includes over 25 years in accelerating bottom line profits through strategic growth plans, brand development and innovative sales and marketing strategies.  Prior to founding SunUp Group, Inc., Patti was the Managing Partner at BoardRoom Performance Group and Spire Leadership where she supported Boards of Directors and Executives with organizational effectiveness and leadership development. Patti also spent over 12 years with Centex Corp. where she was a Senior Executive leading major turnaround and growth initiatives in Sales, Marketing and Operations by formulating strategic growth plans and executing high-performance sales initiatives.

Patti is the Center Club OC Vice-Chairman, serves on the Board of Governors and is the Center Club Cares Committee Chairman 2018.  Patti sits on the Board of Directors for Courageous Voice, is the Vice- Chair of the Advisory Committee for Encore, OneOC, and is a mentor at the Center for Creative Leadership. Patti Larson holds a B.S. Degree in Business Management and Marketing Communications from Saint Cloud State University, MN, and completed an International Business Study in Alnwick, England.

Richard Ward, CFP®, First Vice President/Investments, Stifel, Irvine, CA

Richard Ward holds the CERTIFIED FINANCIAL PLANNER™ professional certification and has a passion for helping people find their purpose in life. With more than 35 years of industry experience, Richard believes in taking a holistic approach to creating a financial portfolio that offers fulfillment and possibilities.

Richard is First Vice President/Investments at Stifel, committed to helping you build upon your success as you pursue significance. Many clients he works with are Baby Boomer business owners and executives who are considering a transition out of the business world, or financially secure pre-retirees who have little interest in traditional retirement and are looking for guidance for the second half of their life.

Richard received a Bachelor of Arts degree in Economics from UCLA, and his CFP® education from the College for Financial Planning in Denver, Colorado. He holds a Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent), and Series 65 (Investment Advisor Representative) licenses, as well as a Life/Health/Disability Insurance licenses.

Richard is very active in his community and has supported countless non-profit organizations both locally and nationally. He has personally learned that some of the greatest rewards in life are earned while helping others grow, thrive, and prosper, and he continues to live his purpose on a daily basis by helping others.

Richard has a published book entitled Redefining Retirement: Finding Purpose and Passion for Your Second Half.

Richard currently serves on the Board of Governors for Center Club Orange County, as well as the OC Chapter Board of Advisors in Philanthropy and the Advisory Board for the Institute for Community Impact.  He advises at the OC Community Foundation and OneOC, and is a member of the Financial Planning Association, International Association of Advisors in Philanthropy, UCLA Alumni Association, UCLA Chancellor's Associates, and the UCLA Foundation.

Richard is a lifelong resident of OC and has lived in Irvine for 25 years. His father, James E. Ward, was mayor of Santa Ana from 1977 to 1979. Richard has three grown children and lives with his fiancé, Dita Shemke.  His hobbies include golf, travelling, movies, and concerts.

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