Program Schedule

Wednesday, October 10, 2018 - Breakfast Meeting

Location: PNC Bank

8:15 - 8:45 a.m. - Registration/Networking
8:45 - 10:15 a.m. - Morning Presentation

NCGPC Member Cost: $30
Non-Member Cost: $60
Walk-in Member Cost: $40
Walk-in Non-Member Cost: $70

Registration opens on September 17, 2018, and closes at 12 Noon EST on October 8, 2018

Morning Presentation:
Discussing Philanthropy with Their Clients: A Panel of Professional Advisors
Moderator: Mark Ewert
Panelists: Tim Hughes, Erik Fromm, Shawn Howard, Kevin P. Conley, Aquanetta J. Betts

This session will feature a panel of 5 different professional advisors; a financial planner, a lawyer, an insurance specialist, a CPA, and an investment advisor, with the topic of talking to their clients about charitable giving. There will be a Q & A portion for attendees.

Mark Ewert, Philanthropy Advisor, Legacy Philanthropy Group, LLC

Mark Ewert is a Chartered Advisor in Philanthropy ^® and an International Coaching Federation, Professional Certified Coach (PCC). Mark is the author of the book, The Generosity Path: Finding the Richness in Giving. His writings have been featured on The Motley Fool website, The Chronicle of Philanthropy, The Council on Foundations website, and in Sojourner's Magazine.

Aquanetta J. Betts, Senior Executive Director of Planned Giving, East Region for World Vision

Aquanetta J. Betts has 11 year's of experience as an attorney. Prior to World Vision, she worked with clients on estate plans & planned giving. She's a member of: MD & D.C., Bar Associations, Nat'l Charitable Gift Planners Assoc., & Chesapeake Planned Giving Council.

Kevin P. Conley, President, Freedom Broker Services

Kevin P. Conley, CLU, CASL, LUTCF is the current President of Freedom Broker Services, LLC, a full service brokerage outlet for Life, Disability Income, Long Term Care and Fixed Annuity products, representing 30 of the top carriers. Kevin is also Executive VP and Co-Founder/Owner of Destiny Financial Team, LLC a boutique Financial Planning firm specializing in Estate and Business Planning with a focus on Retirement planning. Kevin sits on the board of the Greater Washington Foundation of Insurance and Financial Advisors, and the U.S. Mayors Enterprise Inc. Board of Directors.

Erik Fromm, Financial Advisor, CSG Capital Partners of Janney Montgomery Scott, LLC

Erik Fromm, has been a financial advisor for over eight years. He prides himself on helping clients understand their financial lives and his agility to adapt the CSG team's guidance to changes in all phases of his client's lives. As a member of the DC Chapter of Advisors in Philanthropy and a member of AiP's national board, Erik is passionately committed to helping encourage philanthropic activity aligned with his clients' values.

Shawn Howard, Partner, Cintrin Cooperman

Shawn M. Howard is a tax partner and co-practice leader of the firm's Government Contracting Practice. Shawn is currently based in the firm's Bethesda, Maryland office. He has extensive experience providing various tax services including the review of federal and multi-state tax returns, and tax strategies for a variety of domestic and international clients, including government contractors, professional services firms, technology companies, and private equity firms.

Tim Hughes, Director & Principle, Wealth Advisory, Bronfman Rothchild

Tim Hughes joined Bronfman Rothschild in 2015 through the acquisition of Highline Wealth Management. Tim started with Highline Wealth Management in 2007 and has over fifteen years of experience working with business owners, families, real estate developers, profit sharing plans, and retirees.

ASL Interpreting If you will need a reasonable accommodation (e.g., large print materials, sign language interpreter), please specify this on the registration page of our website. This request must be received at least eight business days prior to the program date to guarantee provision of the requested accommodation.

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