National Capital Gift Planning Council

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Program Schedule


2018-19 Program Dates

Join us for valuable educational content, networking opportunities and up-to-date information on issues affecting gift planners. Mark your calendars now for our 2018-19 monthly events.

Breakfast Meeting

PNC Bank

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

 

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 EwertMark 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. BettsAquanetta 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. ConleyKevin 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 FrommErik 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 M. HowardShawn 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 HughesTim 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.

New Feature On Your on Your Confirmation Email: Add this Event to Your Calendar When you receive your registration confirmation email, look for a new feature that will easily let you add this event to your calendar. Look for this text: Click here to import this event into your calendar. It's that simple.

Note: We have a new, improved registration system for those registering more than one person.

 

Register

Wednesday, Nov 14, 2018 – Monthly Luncheon at PNC Bank

10:14 - 10:45 a.m. - Registration/Networking
10:45 - 11:45 a.m. - Morning Presentation - Donation of Personal Property: Benefits to All - Sandra Tropper
11:45 - 12:30 p.m. - Luncheon
12:30 - 1:30 p.m. - Luncheon Presentation - Bequest Administration - Gary Atlman, Esq.
1:30 – 2:30 p.m. – Novice and Master's Roundtable Sessions

Wednesday, Dec 12, 2018 – Monthly Luncheon at PNC Bank (10:45 am - 1:30 pm)

Wednesday, Jan 9, 2019 – Monthly Luncheon at PNC Bank (10:45 am - 1:30 pm)

Wednesday, Feb 13, 2019 – Joint Meeting with AFP at Maggiano's at Chevy Chase (10:45 am - 1:30 pm)

Wednesday, March 13, 2019 – Spring Social/Roundtables at Maggiano's at Chevy Chase (4:00 pm - 6:30 pm)

Wednesday, April 10, 2019 – Monthly Luncheon at PNC Bank (10:45 am - 1:30 pm)

Thursday, May 23 - Friday, May 24, 2019 – Planned Giving Days 2019

Wednesday, June 12, 2019 – Annual Meeting at PNC Bank (10:45 am - 1:30 pm)

 


Monthly Program Locations:
Maggiano's Little Italy at Chevy Chase — 5333 Wisconsin Ave NW, Washington, DC 20015
PNC Bank — 800 17th St NW, Washington, DC 20006

Taking Metro? For events at Maggiano’s, the nearest Metro is Friendship Heights (Red line). For events at PNC, the nearest Metro is Farragut West (Blue/Orange/Silver line).

Parking: For Maggiano's there is a garage located next to Maggiano's, with the entrance on Wisconsin Ave NW. Please follow the signs for Friendship Heights in the garage, and it will lead you to Maggiano's. There are several parking garages near PNC Bank, the nearest are on Pennsylvania NW and 17th Street NW, or 18th and I Street NW.

Access to PNC: You must be checked in by security at this building, so please allow a bit of extra time for this process.

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