Wednesday, May 12
Randy A. Fox
Ten Billion for Charity and How I Hope to Get There
Speaker: Randy A. Fox, CFP®, AEP®, Founder, Two Hawks Consulting, LLC
11:30 AM - 1:00 PM
This session will discuss a planner’s perspective on integrating charitable gifts into the planning for high net worth families, and the incredible opportunities that smart, integrated philanthropic planning can offer these clients and the causes and institutions they support. We will review a real case study and discuss the various tools and possibilities presented for this client.
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