Professional Advisors Seminar
LVCF's Annual Seminar for Professional Advisors
The 2016 Seminar was held on Thursday, January 21 at Lehigh Country Club, Allentown, PA.
Save, Invest & Give: Help Your Clients Meet Their Charitable Goals in Uncertain Times & Volatile Markets
Presentation by Mason Investment Advisory Services, Inc.
- Are your clients considering donating assets to charity but are not sure whether it is the appropriate time do so?
- Do your clients worry about market volatility?
- Do your clients know how a Community Foundation might fit into their charitable plans?
LVCF presented the 2016 recipient of the Service to Philanthropy Award to
Geoffrey F. Boyer, CFP
Boyer Financial Group
Pictured above Bernie Story, President & CEO of LVCF, Geoff Boyer, Award Recipient and Dolores Laputka, Chair, Professional Advisors Council.
Continuing Education Credits were available and included:
Bank Trust Officers - 2.5 credit hours
CPAs, CFPs - 2 credit hours
Attorneys - 1 credit hour
For more information about continuing education credits, please visit: Masoncompanies.com
Please contact Erika Riddle Petrozelli, Director of Donor Services, with any questions at 610-351-5353 or email firstname.lastname@example.org.
Thank You to our Presenting Sponsor:
Thank you to our Community Leader Sponsor:
Thank you to our Community Partner Sponsor: