February 21, 2019 Workshop + Dinner Meeting
DATE: Thursday, February 21, 2019
LOCATION: Hyatt Regency Miami
400 S. E. Second Avenue
Miami, Florida 33131
Workshop – 4:30 – 6:20 p.m.
Presented by: Jan Jacobowitz
Cocktails and Dinner- 6:30 – 8:15 p.m.
"The Future of Philanthropy"
Presented by: Marguerite H. Griffin
Senior Vice President | Director of Philanthropic Advisory Services
Philanthropy isn’t what it was 50 years ago. In fact, philanthropy today isn’t even what it was last year. Philanthropy has emerged as an influential, global force. It increasingly shapes our policies, research agendas, business practices and the way we see the world. This presentation will address shifting paradigms and current trends in philanthropy, the characteristics and motivations of “new” philanthropists and how wealth advisors can help affluent clients create more strategic and impactful charitable gifts. Among other things, this presentation provides six key trends to watch as philanthropy continues to evolve.
The workshop session has applied for 2 hours of legal continuing education credit and the dinner session has applied for 1 hour of continuing education credit for the following disciplines:
CLE (Legal), CFP (Certified Financial Planners) and CPE(Accountancy)
Please send your RSVP so that we may guarantee dinner accommodations for you and your guests. Be sure to include your food preference: chicken, mahi mahi or vegetarian.
Please RSVP at http://www.epcmiami.org/events/event/16301
The guest fee for this meeting is $65. You may prepay by credit card or you may pay by credit card or check at the door (make your check payable to the Estate Planning Council). As a guest, if you decide to become a member of our organization within 45 days of this meeting, the $65 will be credited toward the fee for any membership.
Membership dues include the cost of all dinners.
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We look forward to seeing you at the meeting!