May FPA Meeting & Networking Social – May 16 – 2:00 pm

Joint Meeting with the Minnesota Gift Planning Association
Hr 1: IRA Giving - The Next Big Wave of Philanthropy
Presenter: Carlo Laurore, CFP® CHFC® CLU®, RICP®, AEP®, CFRE, CAP®
Hr 2: Riding the Wave of IRA Giving - Tips from the Pros
Panelists: Sue Savarese, CPA | James Aman, CFP®, ChFC®, CLU®, CASL®, LUTCF®, FIC | Christy Boysen, MA, FCEP | Kelley Scrocca, JD, LL.M.

Followed by Networking Social: 5:00-6:30 pm

Thanks to our May Host & Platinum Partner:
Affiliated Advisors

Zoom will not be offered.