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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 erika@lvcfoundation.org.

Thank You to our Presenting Sponsor:

Thank you to our Community Leader Sponsor:

Thank you to our Community Partner Sponsor: