A Powerful Win-Win-Win: How Strategic Philanthropy Can Benefit You, Your Clients, and Our Community

A Powerful Win-Win-Win: How Strategic Philanthropy Can Benefit You, Your Clients, and Our Community     

1.0 CLE general credit pending | 1.0 CFP CE approval pending | CPA CPE certificates provided 

Presented by: 

John Campbell, JD, CLU, CEPA, Natalie Knight, CFRE, 

Barb Szczepaniak and Michael Trench    

Strategic philanthropy offers intrinsic benefits for your clients: reducing their tax burden and fulfilling their personal values. Benefits exist for professional advisors as well, as guiding these strategies builds client trust and opens doors to managing extended family wealth. Expert philanthropic advisors from DuPage Foundation and Calamos Wealth Management will share the top 10 strategies professional advisors should know to make charitable giving easy, effective, and rewarding. We’ll also highlight some of our community’s most pressing needs, along with techniques that can maximize both local impact and tax benefits for your clients.  

7:15 a.m. Full breakfast buffet

7:45 a.m. Welcome and announcements 

8:00 - 9:00 a.m. 

Thank you to our Breakfast sponsor!

Please note: all registrations must be paid in advance. Cancellation with refund is available until 10:00 a.m. four business days in advance.